Blue Trust Inc’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-39	Closed	-$12.4K	–	2750
2025 Q3	$12.4K	Buy	+39	New	+$11K	﹤0.01%	1810
2024 Q1	–	Sell	-60	Closed	-$12K	–	2744
2023 Q4	$12K	Buy	+60	New	+$11.8K	﹤0.01%	1528
2022 Q4	–	Sell	-376	Closed	-$57K	–	2504
2022 Q3	$57K	Hold	376	–	–	﹤0.01%	710
2022 Q2	$78K	Buy	+376	New	+$65.3K	﹤0.01%	570

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Blue Trust Inc's XSD Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2025, closing a stake of 39 shares — an estimated $12.4K sold.

Blue Trust Inc first reported a position in XSD in Q2 2022 and held it in 4 quarters. The position peaked at $78K in Q2 2022. 244 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

Blue Trust Inc reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 39 State Street SPDR S&P Semiconductor ETF shares in Q4 2025, an estimated $12.4K.
Blue Trust Inc first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2022 and held it in 4 quarters.
Blue Trust Inc's State Street SPDR S&P Semiconductor ETF position peaked at $78K in Q2 2022.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.