Dale Q Rice Investment Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Dale Q Rice Investment 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	$2.96M	Sell	9,086 -383	-4%	-$132K	2.25%	9
2025 Q4	$3.05M	Sell	9,469 -193	-2%	-$63.7K	2.18%	9
2025 Q3	$3.28M	Sell	9,662 -970	-9%	-$274K	2.31%	8
2025 Q2	$2.82M	Sell	10,632 -11,513	-52%	-$2.48M	2.34%	7
2025 Q1	$4.45M	Sell	22,145 -540	-2%	-$128K	2.3%	9
2024 Q4	$5.64M	Buy	+22,685	New	+$5.56M	2.48%	9

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dale Q Rice Investment Management's XSD Position: Q1 2026 in Review

Dale Q Rice Investment Management reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 4% in Q1 2026, selling an estimated $132K and leaving 9,086 shares worth $2.96M. The position accounts for 2.25% of the portfolio, ranked #9.

Dale Q Rice Investment Management first reported a position in XSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.64M in Q4 2024. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Dale Q Rice Investment Management held 9,086 shares of State Street SPDR S&P Semiconductor ETF worth $2.96M as of Q1 2026.
Dale Q Rice Investment Management sold 383 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $132K.
State Street SPDR S&P Semiconductor ETF made up 2.25% of Dale Q Rice Investment Management's portfolio in Q1 2026, its #9 holding.
Dale Q Rice Investment Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Dale Q Rice Investment Management's State Street SPDR S&P Semiconductor ETF position peaked at $5.64M in Q4 2024.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q1 2026, filed 8 May 2026.