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 Q2	$441K	Buy	1,553 +108	+7%	+$29.2K	0.07%	319
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 $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

GWN Securities's XAR Position: Q2 2026 in Review

GWN Securities increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.5% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,553 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #319.

GWN Securities first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $619K in Q1 2025. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

GWN Securities held 1,553 shares of State Street SPDR S&P Aerospace & Defense ETF worth $441K as of Q2 2026.
GWN Securities bought 108 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $29.2K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of GWN Securities's portfolio in Q2 2026, its #319 holding.
GWN Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
GWN Securities's State Street SPDR S&P Aerospace & Defense ETF position peaked at $619K in Q1 2025.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.