Beacon Financial Advisory’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Beacon Financial Advisory’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	$762K	Buy	2,337 +1	+0%	+$345	0.17%	166
2025 Q4	$751K	Buy	2,336 +1	+0%	+$330	0.17%	151
2025 Q3	$745K	Buy	2,335 +1	+0%	+$283	0.17%	153
2025 Q2	$599K	Sell	2,334 -653	-22%	-$140K	0.15%	175
2025 Q1	$600K	Buy	2,987 +2	+0.1%	+$475	0.18%	145
2024 Q4	$742K	Buy	2,985 +1	+0%	+$245	0.24%	116
2024 Q3	$717K	Sell	2,984 -60	-2%	-$14.2K	0.24%	121
2024 Q2	$753K	Sell	3,044 -249	-8%	-$58.5K	0.28%	104
2024 Q1	$764K	Sell	3,293 -269	-8%	-$59.3K	0.37%	86
2023 Q4	$801K	Buy	3,562 +138	+4%	+$27.1K	0.39%	74
2023 Q3	$671K	Buy	3,424 +142	+4%	+$30K	0.37%	90
2023 Q2	$726K	Buy	3,282 +122	+4%	+$24.1K	0.42%	75
2023 Q1	$659K	Buy	3,160 +3	+0.1%	+$588	0.42%	77
2022 Q4	$528K	Buy	3,157 +4	+0.1%	+$668	0.38%	87
2022 Q3	$480K	Buy	3,153 +943	+43%	+$161K	0.34%	94
2022 Q2	$335K	Buy	2,210 +3	+0.1%	+$521	0.19%	152
2022 Q1	$458K	Buy	2,207 +1	+0%	+$207	0.22%	134
2021 Q4	$536K	Hold	2,206	–	–	0.25%	123
2021 Q3	$437K	Sell	2,206 -49	-2%	-$9.56K	0.23%	136
2021 Q2	$434K	Hold	2,255	–	–	0.23%	137
2021 Q1	$412K	Buy	2,255 +1	+0%	+$185	0.24%	129
2020 Q4	$384K	Sell	2,254 -1,019	-31%	-$151K	0.25%	123
2020 Q3	$411K	Buy	3,273 +377	+13%	+$45.9K	0.36%	96
2020 Q2	$324K	Buy	2,896 +358	+14%	+$36.3K	0.35%	97
2020 Q1	$213K	Sell	2,538 -2	-0.1%	-$197	0.27%	121
2019 Q4	$269K	Buy	+2,540	New	+$246K	0.23%	124

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

Beacon Financial Advisory's XSD Position: Q1 2026 in Review

Beacon Financial Advisory increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.04% in Q1 2026, buying an estimated $345 and bringing the position to 2,337 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #166.

Beacon Financial Advisory first reported a position in XSD in Q4 2019 and has held it in 26 quarters since. The position peaked at $801K in Q4 2023. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Beacon Financial Advisory held 2,337 shares of State Street SPDR S&P Semiconductor ETF worth $762K as of Q1 2026.
Beacon Financial Advisory bought 1 State Street SPDR S&P Semiconductor ETF share in Q1 2026, an estimated $345.
State Street SPDR S&P Semiconductor ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q1 2026, its #166 holding.
Beacon Financial Advisory first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's State Street SPDR S&P Semiconductor ETF position peaked at $801K in Q4 2023.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.