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	–	216
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

HCMG

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s XAR Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 27 shares — an estimated $4.34K sold.

Guardian Wealth Management (Illinois) first reported a position in XAR in Q4 2022 and held it in 10 quarters. The position peaked at $13.4K in Q3 2024. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 27 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $4.34K.
Guardian Wealth Management (Illinois) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and held it in 10 quarters.
Guardian Wealth Management (Illinois)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $13.4K in Q3 2024.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.