EP Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

EP Wealth 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	$2.19M	Sell	3,508 -25	-0.7%	-$13.1K	0.01%	554
2026 Q1	$1.15M	Sell	3,533 -215	-6%	-$74.3K	0.01%	610
2025 Q4	$1.21M	Buy	+3,748	New	+$1.24M	0.01%	568
2025 Q2	$855K	Sell	3,335 -363	-10%	-$78.1K	0.01%	603
2025 Q1	$742K	Sell	3,698 -238	-6%	-$56.6K	0.01%	572
2024 Q4	$978K	Buy	3,936 +376	+11%	+$92.2K	0.01%	505
2024 Q3	$855K	Buy	3,560 +746	+27%	+$176K	0.01%	532
2024 Q2	$696K	Hold	2,814	–	–	0.01%	468
2024 Q1	$653K	Hold	2,814	–	–	0.01%	458
2023 Q4	$633K	Hold	2,814	–	–	0.01%	449
2023 Q3	$552K	Sell	2,814 -459	-14%	-$97K	0.01%	444
2023 Q2	$623K	Sell	3,273 -646,439	-99%	-$128M	0.01%	422
2023 Q1	$71.2M	Buy	+649,712	New	+$127M	1.23%	13

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

EP Wealth Advisors's XSD Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.71% in Q2 2026, selling an estimated $13.1K and leaving 3,508 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #554.

EP Wealth Advisors first reported a position in XSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $71.2M in Q1 2023. 305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

EP Wealth Advisors held 3,508 shares of State Street SPDR S&P Semiconductor ETF worth $2.19M as of Q2 2026.
EP Wealth Advisors sold 25 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR S&P Semiconductor ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #554 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $71.2M in Q1 2023.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

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