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Beacon Pointe Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Beacon Pointe 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 		$293K Buy
+897
New +$310K ﹤0.01% 1551
2025
Q3 		– Sell
-918
Closed -$236K – 1535
2025
Q2 		$236K Buy
+918
New +$197K ﹤0.01% 1142
2025
Q1 		– Sell
-850
Closed -$211K – 1272
2024
Q4 		$211K Buy
+850
New +$208K ﹤0.01% 1134
2024
Q3 		– Sell
-827
Closed -$205K – 1325
2024
Q2 		$205K Buy
+827
New +$194K ﹤0.01% 1189
2022
Q2 		– Sell
-2,756
Closed -$572K – 1234
2022
Q1 		$572K Buy
+2,756
New +$570K 0.01% 770

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return