Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$25.4K	–	608
2026 Q1	$25.4K	Buy	+100	New	+$27.4K	﹤0.01%	491
2025 Q3	–	Sell	-100	Closed	-$21.1K	–	556
2025 Q2	$21.1K	Hold	100	–	–	﹤0.01%	448
2025 Q1	$16.1K	Hold	100	–	–	﹤0.01%	442
2024 Q4	$16.6K	Hold	100	–	–	﹤0.01%	426
2024 Q3	$15.7K	Hold	100	–	–	﹤0.01%	363
2024 Q2	$14K	Sell	100 -29	-22%	-$4.05K	﹤0.01%	356
2024 Q1	$18.1K	Hold	129	–	–	﹤0.01%	366
2023 Q4	$17.5K	Hold	129	–	–	﹤0.01%	359
2023 Q3	$14.5K	Hold	129	–	–	﹤0.01%	345
2023 Q2	$15.7K	Sell	129 -35	-21%	-$4.07K	﹤0.01%	328
2023 Q1	$19.2K	Sell	164 -120	-42%	-$14K	﹤0.01%	315
2022 Q4	$31.3K	Hold	284	–	–	0.01%	278
2022 Q3	$26K	Buy	284 +29	+11%	+$3.03K	﹤0.01%	261
2022 Q2	$26K	Hold	255	–	–	﹤0.01%	260
2022 Q1	$32K	Sell	255 -205	-45%	-$24.1K	0.01%	199
2021 Q4	$54K	Buy	+460	New	+$54.7K	0.02%	171

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XAR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 100 shares — an estimated $25.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XAR in Q4 2021 and held it in 16 quarters. The position peaked at $54K in Q4 2021. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 100 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $25.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $54K in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.