GWMI
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Guardian Wealth Management (Illinois)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-27
Closed -$4.34K – 220
2025
Q1 		$4.34K Hold
27
– – ﹤0.01% 186
2024
Q4 		$4.48K Sell
27
-58
-68% -$9.57K ﹤0.01% 190
2024
Q3 		$13.4K Hold
85
– – 0.01% 154
2024
Q2 		$11.9K Hold
85
– – 0.01% 155
2024
Q1 		$11.9K Hold
85
– – 0.01% 156
2023
Q4 		$11.5K Hold
85
– – 0.01% 158
2023
Q3 		$9.53K Hold
85
– – 0.01% 161
2023
Q2 		$10.3K Hold
85
– – 0.01% 158
2023
Q1 		$9.94K Hold
85
– – 0.01% 158
2022
Q4 		$9.35K Buy
+85
New +$8.98K 0.01% 167

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return