Annex Advisory Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Annex Advisory Services’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	$35.5M	Buy	+67,040	New	+$34.4M	0.58%	55

Other funds holding XSD

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

HPC

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

BAM

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Annex Advisory Services's XSD Position: Q3 2026 in Review

Annex Advisory Services opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2026: 67,040 shares worth $35.5M. The stake represents 0.58% of the portfolio and ranks #55 among its holdings.

61 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Annex Advisory Services held 67,040 shares of State Street SPDR S&P Semiconductor ETF worth $35.5M as of Q3 2026.
State Street SPDR S&P Semiconductor ETF was a new Annex Advisory Services position in Q3 2026.
State Street SPDR S&P Semiconductor ETF made up 0.58% of Annex Advisory Services's portfolio in Q3 2026, its #55 holding.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.