Concurrent Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Concurrent Investment 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 Q2	$737K	Sell	1,182 -309	-21%	-$162K	0.01%	1176
2026 Q1	$486K	Buy	1,491 +60	+4%	+$20.7K	0.01%	1227
2025 Q4	$460K	Buy	1,431 +773	+117%	+$255K	0.01%	1183
2025 Q3	$210K	Buy	+658	New	+$186K	﹤0.01%	1336

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

Concurrent Investment Advisors's XSD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 21% in Q2 2026, selling an estimated $162K and leaving 1,182 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #1176.

Concurrent Investment Advisors first reported a position in XSD in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Concurrent Investment Advisors held 1,182 shares of State Street SPDR S&P Semiconductor ETF worth $737K as of Q2 2026.
Concurrent Investment Advisors sold 309 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $162K.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1176 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.