MWM
XAR icon

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

MGB 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
Q4 		$2.27M Buy
9,401
+1
+0% +$238 0.65% 34
2025
Q3 		$2.21M Buy
9,400
+1
+0% +$218 0.62% 33
2025
Q2 		$1.98M Sell
9,399
-122
-1% -$22.1K 0.65% 32
2025
Q1 		$1.53M Hold
9,521
– – 0.55% 41
2024
Q4 		$1.58M Sell
9,521
-50
-0.5% -$8.25K 0.49% 39
2024
Q3 		$1.51M Sell
9,571
-1,110
-10% -$165K 0.55% 43
2024
Q2 		$1.53M Sell
10,681
-30
-0.3% -$4.18K 0.57% 43
2024
Q1 		$1.5M Hold
10,711
– – 0.61% 42
2023
Q4 		$1.45M Buy
+10,711
New +$1.32M 0.73% 37

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return