Bullock Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Bullock Wealth Management’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	$202K	Sell	339 -179	-35%	-$93.8K	0.09%	174
2026 Q1	$172K	Hold	518	–	–	0.09%	177
2025 Q4	$167K	Hold	518	–	–	0.08%	180
2025 Q3	$166K	Sell	518 -40	-7%	-$11.3K	0.08%	176
2025 Q2	$143K	Hold	558	–	–	0.08%	173
2025 Q1	$112K	Hold	558	–	–	0.06%	192
2024 Q4	$139K	Sell	558 -39	-7%	-$9.56K	0.08%	182
2024 Q3	$138K	Sell	597 -108	-15%	-$25.5K	0.08%	173
2024 Q2	$174K	Sell	705 -94	-12%	-$22.1K	0.11%	149
2024 Q1	$187K	Buy	+799	New	+$176K	0.13%	144

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

Bullock Wealth Management's XSD Position: Q2 2026 in Review

Bullock Wealth Management reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 35% in Q2 2026, selling an estimated $93.8K and leaving 339 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #174.

Bullock Wealth Management first reported a position in XSD in Q1 2024 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Bullock Wealth Management held 339 shares of State Street SPDR S&P Semiconductor ETF worth $202K as of Q2 2026.
Bullock Wealth Management sold 179 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $93.8K.
State Street SPDR S&P Semiconductor ETF made up 0.09% of Bullock Wealth Management's portfolio in Q2 2026, its #174 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.