Adams Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Adams Wealth Management’s Portfolio XSD Stock Details XSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.9M	Buy	18,639 +1,817	+11%	+$934K	1.87%	12
2026 Q2	$10.5M	Sell	16,822 -5,861	-26%	-$3.07M	2.01%	10
2026 Q1	$7.4M	Sell	22,683 -665	-3%	-$230K	1.62%	18
2025 Q4	$7.51M	Sell	23,348 -2,196	-9%	-$725K	1.6%	19
2025 Q3	$8.15M	Sell	25,544 -8,402	-25%	-$2.38M	1.75%	13
2025 Q2	$8.71M	Sell	33,946 -3,169	-9%	-$681K	1.66%	13
2025 Q1	$7.45M	Buy	37,115 +2,408	+7%	+$572K	1.46%	19
2024 Q4	$8.62M	Buy	34,707 +1,528	+5%	+$374K	1.65%	16
2024 Q3	$7.97M	Buy	33,179 +3,358	+11%	+$792K	1.71%	16
2024 Q2	$7.38M	Buy	29,821 +330	+1%	+$77.6K	1.7%	18
2024 Q1	$6.84M	Sell	29,491 -16,876	-36%	-$3.72M	1.67%	18
2023 Q4	$10.4M	Sell	46,367 -408	-0.9%	-$80.2K	3.08%	7
2023 Q3	$9.17M	Sell	46,775 -893	-2%	-$189K	3.11%	6
2023 Q2	$10.5M	Buy	47,668 +1,671	+4%	+$330K	3.29%	5
2023 Q1	$9.6M	Sell	45,997 -9,034	-16%	-$1.77M	3.1%	6
2022 Q4	$9.2M	Sell	55,031 -31,009	-36%	-$5.18M	3.25%	7
2022 Q3	$13.1M	Sell	86,040 -3,720	-4%	-$634K	4.9%	4
2022 Q2	$13.6M	Buy	89,760 +49,803	+125%	+$8.65M	5.16%	4
2022 Q1	$8.29M	Buy	39,957 +4,462	+13%	+$923K	2.71%	7
2021 Q4	$8.63M	Sell	35,495 -1,204	-3%	-$274K	2.53%	9
2021 Q3	$7.26M	Buy	36,699 +5,039	+16%	+$983K	2.74%	7
2021 Q2	$6.09M	Buy	31,660 +3,585	+13%	+$644K	2.6%	7
2021 Q1	$5.13M	Buy	28,075 +7,394	+36%	+$1.36M	2.36%	8
2020 Q4	$3.53M	Buy	20,681 +3,335	+19%	+$496K	2.22%	7
2020 Q3	$2.18M	Sell	17,346 -1,410	-8%	-$172K	1.7%	9
2020 Q2	$2.1M	Buy	18,756 +3,067	+20%	+$311K	2.15%	7
2020 Q1	$1.32M	Buy	+15,689	New	+$1.55M	1.66%	11

Other funds holding XSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Adams Wealth Management's XSD Position: Q3 2026 in Review

Adams Wealth Management increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 11% in Q3 2026, buying an estimated $934K and bringing the position to 18,639 shares worth $9.9M. The position accounts for 1.87% of the portfolio, ranked #12.

Adams Wealth Management first reported a position in XSD in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.6M in Q2 2022. 221 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Adams Wealth Management held 18,639 shares of State Street SPDR S&P Semiconductor ETF worth $9.9M as of Q3 2026.
Adams Wealth Management bought 1,817 State Street SPDR S&P Semiconductor ETF shares in Q3 2026, an estimated $934K.
State Street SPDR S&P Semiconductor ETF made up 1.87% of Adams Wealth Management's portfolio in Q3 2026, its #12 holding.
Adams Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2020 and has held it in 27 quarters since.
Adams Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $13.6M in Q2 2022.
221 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Adams Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.