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

AE 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 Q2	$462K	Buy	741 +317	+75%	+$166K	﹤0.01%	1257
2026 Q1	$138K	Buy	424 +92	+28%	+$31.8K	﹤0.01%	1702
2025 Q4	$107K	Buy	332 +47	+16%	+$15.5K	﹤0.01%	1677
2025 Q3	$91.1K	Hold	285	–	–	﹤0.01%	1591
2025 Q2	$73.2K	Sell	285 -37	-11%	-$7.96K	﹤0.01%	1549
2025 Q1	$64.7K	Buy	322 +1	+0.3%	+$238	﹤0.01%	1539
2024 Q4	$79.8K	Buy	+321	New	+$78.7K	﹤0.01%	1478
2024 Q1	–	Sell	-6,251	Closed	-$1.35M	–	2031
2023 Q4	$1.35M	Sell	6,251 -844	-12%	-$166K	0.01%	1050
2023 Q3	$1.39M	Sell	7,095 -730	-9%	-$154K	0.01%	970
2023 Q2	$1.73M	Buy	7,825 +431	+6%	+$85.2K	0.01%	885
2023 Q1	$1.54M	Sell	7,394 -176	-2%	-$34.5K	0.01%	886
2022 Q4	$1.27M	Sell	7,570 -210	-3%	-$35.1K	0.01%	897
2022 Q3	$1.18M	Sell	7,780 -838	-10%	-$143K	0.01%	884
2022 Q2	$1.31M	Buy	8,618 +166	+2%	+$28.8K	0.01%	805
2022 Q1	$1.75M	Buy	8,452 +2,738	+48%	+$567K	0.01%	738
2021 Q4	$1.39M	Buy	5,714 +1,094	+24%	+$249K	0.01%	814
2021 Q3	$915K	Buy	4,620 +611	+15%	+$119K	0.01%	896
2021 Q2	$771K	Buy	4,009 +2,395	+148%	+$430K	0.01%	938
2021 Q1	$295K	Sell	1,614 -2,239	-58%	-$413K	﹤0.01%	1257
2020 Q4	$658K	Buy	3,853 +2,032	+112%	+$302K	0.01%	866
2020 Q3	$229K	Sell	1,821 -1,103	-38%	-$134K	﹤0.01%	1139
2020 Q2	$327K	Buy	+2,924	New	+$297K	0.01%	996
2020 Q1	–	Sell	-2,745	Closed	-$291K	–	1292
2019 Q4	$291K	Buy	2,745 +89	+3%	+$8.62K	0.01%	911
2019 Q3	$239K	Buy	+2,656	New	+$238K	0.01%	867

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's XSD Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 75% in Q2 2026, buying an estimated $166K and bringing the position to 741 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

AE Wealth Management first reported a position in XSD in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.75M in Q1 2022. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

AE Wealth Management held 741 shares of State Street SPDR S&P Semiconductor ETF worth $462K as of Q2 2026.
AE Wealth Management bought 317 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $166K.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1257 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2019 and has held it in 24 quarters since.
AE Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $1.75M in Q1 2022.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.