Corient Private Wealth’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Corient Private Wealth’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	$666K	Buy	1,068 +158	+17%	+$82.8K	﹤0.01%	2039
2026 Q1	$297K	Sell	910 -165	-15%	-$57K	﹤0.01%	2323
2025 Q4	$346K	Buy	1,075 +7	+0.7%	+$2.31K	﹤0.01%	2080
2025 Q3	$341K	Sell	1,068 -550	-34%	-$156K	﹤0.01%	2044
2025 Q2	$415K	Sell	1,618 -1,618	-50%	-$348K	﹤0.01%	1801
2025 Q1	$650K	Buy	3,236 +11	+0.3%	+$2.61K	﹤0.01%	1472
2024 Q4	$801K	Buy	+3,225	New	+$790K	﹤0.01%	1405

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

Corient Private Wealth's XSD Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 17% in Q2 2026, buying an estimated $82.8K and bringing the position to 1,068 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Corient Private Wealth first reported a position in XSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $801K in Q4 2024. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Corient Private Wealth held 1,068 shares of State Street SPDR S&P Semiconductor ETF worth $666K as of Q2 2026.
Corient Private Wealth bought 158 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $82.8K.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2039 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
Corient Private Wealth's State Street SPDR S&P Semiconductor ETF position peaked at $801K in Q4 2024.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.