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

Forvis Mazars 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
2025 Q2	–	Sell	-1,018	Closed	-$204K	–	413
2025 Q1	$204K	Buy	1,018 +28	+3%	+$6.66K	﹤0.01%	384
2024 Q4	$246K	Sell	990 -50	-5%	-$12.3K	0.01%	395
2024 Q3	$250K	Hold	1,040	–	–	0.01%	405
2024 Q2	$257K	Hold	1,040	–	–	0.01%	369
2024 Q1	$241K	Hold	1,040	–	–	0.01%	370
2023 Q4	$234K	Hold	1,040	–	–	0.01%	365
2023 Q3	$204K	Hold	1,040	–	–	0.01%	373
2023 Q2	$230K	Buy	1,040 +50	+5%	+$9.88K	0.01%	386
2023 Q1	$207K	Buy	+990	New	+$194K	0.01%	390

Other funds holding XSD

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors's XSD Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2025, closing a stake of 1,018 shares — an estimated $204K sold.

Forvis Mazars Wealth Advisors first reported a position in XSD in Q1 2023 and held it in 9 quarters. The position peaked at $257K in Q2 2024. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 1,018 State Street SPDR S&P Semiconductor ETF shares in Q2 2025, an estimated $204K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2023 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $257K in Q2 2024.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.