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

Marks Wealth’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 Q4	–	Sell	-121,766	Closed	-$28.6M	–	34
2025 Q3	$28.6M	Buy	121,766 +9,340	+8%	+$2.04M	8.84%	5
2025 Q2	$23.7M	Buy	+112,426	New	+$20.4M	7.69%	6
2021 Q2	–	Sell	-57,345	Closed	-$7.2M	–	42
2021 Q1	$7.2M	Sell	57,345 -39,964	-41%	-$4.84M	2.37%	17
2020 Q4	$11.2M	Buy	+97,309	New	+$9.86M	3.87%	12

Other funds holding XAR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return

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

Marks Wealth's XAR Position: Q4 2025 in Review

Marks Wealth sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 121,766 shares — an estimated $28.6M sold.

Marks Wealth first reported a position in XAR in Q4 2020 and held it in 4 quarters. The position peaked at $28.6M in Q3 2025. 495 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

Marks Wealth reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Marks Wealth sold 121,766 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $28.6M.
Marks Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 4 quarters.
Marks Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $28.6M in Q3 2025.
495 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Marks Wealth's 13F filing for Q4 2025, filed 2 Feb 2026.