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Cresset Asset Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Cresset Asset 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
Q1 		$297K Hold
911
– – ﹤0.01% 1274
2025
Q4 		$293K Hold
911
– – ﹤0.01% 1309
2025
Q3 		$291K Hold
911
– – ﹤0.01% 1256
2025
Q2 		$234K Buy
+911
New +$196K ﹤0.01% 1241
2023
Q1 		– Sell
-1,500
Closed -$251K – 873
2022
Q4 		$251K Hold
1,500
– – ﹤0.01% 581
2022
Q3 		$228K Hold
1,500
– – ﹤0.01% 759
2022
Q2 		$228K Hold
1,500
– – ﹤0.01% 791
2022
Q1 		$311K Hold
1,500
– – ﹤0.01% 766
2021
Q4 		$365K Buy
+1,500
New +$341K ﹤0.01% 806

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