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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MGB Wealth Management's XAR Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.01% in Q4 2025, buying an estimated $238 and bringing the position to 9,401 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #34.

MGB Wealth Management first reported a position in XAR in Q4 2023 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

MGB Wealth Management held 9,401 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.27M as of Q4 2025.
MGB Wealth Management bought 1 State Street SPDR S&P Aerospace & Defense ETF share in Q4 2025, an estimated $238.
State Street SPDR S&P Aerospace & Defense ETF made up 0.65% of MGB Wealth Management's portfolio in Q4 2025, its #34 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 9 quarters since.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.