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DHJJ Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

DHJJ Financial 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
Q1 		$653 Hold
2
– – ﹤0.01% 865
2025
Q4 		$644 Hold
2
– – ﹤0.01% 827
2025
Q3 		$639 Hold
2
– – ﹤0.01% 798
2025
Q2 		$514 Hold
2
– – ﹤0.01% 795
2025
Q1 		$402 Hold
2
– – ﹤0.01% 777
2024
Q4 		$497 Hold
2
– – ﹤0.01% 722
2024
Q3 		$481 Hold
2
– – ﹤0.01% 709
2024
Q2 		$495 Hold
2
– – ﹤0.01% 655
2024
Q1 		$465 Hold
2
– – ﹤0.01% 654
2023
Q4 		$450 Hold
2
– – ﹤0.01% 639
2023
Q3 		$393 Buy
+2
New +$423 ﹤0.01% 648

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