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Forum Financial Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-1,041
Closed -$267K – 1059
2025
Q2 		$267K Buy
+1,041
New +$224K ﹤0.01% 735

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Forum Financial Management's XSD Position: Q3 2025 in Review

Forum Financial Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2025, closing a stake of 1,041 shares — an estimated $267K sold.

Forum Financial Management first reported a position in XSD in Q2 2025 and held it in 1 quarter. The position peaked at $267K in Q2 2025. 229 funds tracked by Wall St. Rank hold XSD as of Q3 2025.

  • Forum Financial Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,041 State Street SPDR S&P Semiconductor ETF shares in Q3 2025, an estimated $267K.
  • Forum Financial Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2025 and held it in 1 quarter.
  • Forum Financial Management's State Street SPDR S&P Semiconductor ETF position peaked at $267K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.