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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$855K Sell
2025
Q1
$742K Sell
2024
Q4
$978K Buy
2024
Q3
$855K Buy
2024
Q2
$696K Hold
2024
Q1
$653K Hold
2023
Q4
$633K Hold
2023
Q3
$552K Sell
2023
Q2
$623K Sell
2023
Q1
$71.2M Buy