GWN Securities’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

GWN Securities’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 Q1	$367K	Sell	1,445 -116	-7%	-$31.8K	0.07%	312
2025 Q4	$377K	Buy	1,561 +272	+21%	+$64.6K	0.08%	270
2025 Q3	$303K	Sell	1,289 -685	-35%	-$150K	0.07%	287
2025 Q2	$417K	Sell	1,974 -1,522	-44%	-$276K	0.08%	244
2025 Q1	$619K	Buy	+3,496	New	+$588K	0.03%	406

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

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

GWN Securities's XAR Position: Q1 2026 in Review

GWN Securities reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.4% in Q1 2026, selling an estimated $31.8K and leaving 1,445 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #312.

GWN Securities first reported a position in XAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $619K in Q1 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

GWN Securities held 1,445 shares of State Street SPDR S&P Aerospace & Defense ETF worth $367K as of Q1 2026.
GWN Securities sold 116 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $31.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of GWN Securities's portfolio in Q1 2026, its #312 holding.
GWN Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
GWN Securities's State Street SPDR S&P Aerospace & Defense ETF position peaked at $619K in Q1 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.