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HighMark Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

HighMark Wealth Management’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
-6
Closed -$964 – 639
2025
Q1 		$964 Buy
+6
New +$1.01K ﹤0.01% 492

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.64B AUM 24.96% 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

HighMark Wealth Management's XAR Position: Q2 2025 in Review

HighMark Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 6 shares — an estimated $964 sold.

HighMark Wealth Management first reported a position in XAR in Q1 2025 and held it in 1 quarter. The position peaked at $964 in Q1 2025. 409 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

  • HighMark Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 6 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $964.
  • HighMark Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and held it in 1 quarter.
  • HighMark Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $964 in Q1 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.