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

B. Riley 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
2025
Q2 		– Sell
-1,427
Closed -$287K – 1388
2025
Q1 		$287K Hold
1,427
– – 0.01% 990
2024
Q4 		$355K Sell
1,427
-1,167
-45% -$286K 0.01% 808
2024
Q3 		$616K Sell
2,594
-425
-14% -$100K 0.02% 672
2024
Q2 		$747K Buy
3,019
+207
+7% +$48.7K 0.02% 646
2024
Q1 		$551K Buy
2,812
+458
+19% +$101K 0.01% 747
2023
Q4 		$529K Sell
2,354
-458
-16% -$90K 0.01% 778
2023
Q3 		$551K Hold
2,812
– – 0.01% 747
2023
Q2 		$622K Sell
2,812
-433
-13% -$85.6K 0.01% 759
2023
Q1 		$677K Buy
3,245
+442
+16% +$86.6K 0.02% 693
2022
Q4 		$469K Buy
2,803
+479
+21% +$80K 0.01% 814
2022
Q3 		$354K Buy
2,324
+806
+53% +$137K 0.01% 922
2022
Q2 		$231K Sell
1,518
-1,513
-50% -$263K 0.01% 985
2022
Q1 		$629K Buy
3,031
+1,715
+130% +$355K 0.02% 636
2021
Q4 		$320K Buy
1,316
+235
+22% +$53.5K 0.01% 1032
2021
Q3 		$215K Hold
1,081
– – 0.01% 1208
2021
Q2 		$208K Buy
+1,081
New +$194K 0.01% 1203

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's XSD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2025, closing a stake of 1,427 shares — an estimated $287K sold.

B. Riley Wealth Advisors first reported a position in XSD in Q2 2021 and held it in 16 quarters. The position peaked at $747K in Q2 2024. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,427 State Street SPDR S&P Semiconductor ETF shares in Q2 2025, an estimated $287K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2021 and held it in 16 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $747K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.