Arete Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Arete Wealth Advisors’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	–	Sell	-1,216	Closed	-$391K	–	762
2025 Q4	$391K	Buy	+1,216	New	+$401K	0.02%	514
2021 Q2	–	Sell	-2,985	Closed	-$546K	–	452
2021 Q1	$546K	Sell	2,985 -3,800	-56%	-$701K	0.07%	227
2020 Q4	$1.15M	Buy	+6,785	New	+$1.01M	0.16%	134

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

Arete Wealth Advisors's XSD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2026, closing a stake of 1,216 shares — an estimated $391K sold.

Arete Wealth Advisors first reported a position in XSD in Q4 2020 and held it in 3 quarters. The position peaked at $1.15M in Q4 2020. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Arete Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 1,216 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $391K.
Arete Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 3 quarters.
Arete Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $1.15M in Q4 2020.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.