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 Q2	$1.46M	Buy	2,338 +1	+0%	+$524	0.29%	81
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 $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

Beacon Financial Advisory's XSD Position: Q2 2026 in Review

Beacon Financial Advisory increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.04% in Q2 2026, buying an estimated $524 and bringing the position to 2,338 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #81.

Beacon Financial Advisory first reported a position in XSD in Q4 2019 and has held it in 27 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Beacon Financial Advisory held 2,338 shares of State Street SPDR S&P Semiconductor ETF worth $1.46M as of Q2 2026.
Beacon Financial Advisory bought 1 State Street SPDR S&P Semiconductor ETF share in Q2 2026, an estimated $524.
State Street SPDR S&P Semiconductor ETF made up 0.29% of Beacon Financial Advisory's portfolio in Q2 2026, its #81 holding.
Beacon Financial Advisory first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.