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 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 $377B AUM 19.32% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Adams Wealth Management's XSD Position: Q1 2026 in Review

Adams Wealth Management reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 2.8% in Q1 2026, selling an estimated $230K and leaving 22,683 shares worth $7.4M. The position accounts for 1.62% of the portfolio, ranked #18.

Adams Wealth Management first reported a position in XSD in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.6M in Q2 2022. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Adams Wealth Management held 22,683 shares of State Street SPDR S&P Semiconductor ETF worth $7.4M as of Q1 2026.
Adams Wealth Management sold 665 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $230K.
State Street SPDR S&P Semiconductor ETF made up 1.62% of Adams Wealth Management's portfolio in Q1 2026, its #18 holding.
Adams Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2020 and has held it in 25 quarters since.
Adams Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $13.6M in Q2 2022.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.