Foundations Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Foundations Investment 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	-2,301	Closed	-$462K	–	995
2025 Q1	$462K	Buy	+2,301	New	+$547K	0.01%	602
2024 Q4	–	Sell	-2,790	Closed	-$670K	–	897
2024 Q3	$670K	Sell	2,790 -1,040	-27%	-$245K	0.01%	445
2024 Q2	$948K	Sell	3,830 -256	-6%	-$60.2K	0.02%	346
2024 Q1	$948K	Sell	4,086 -1,478	-27%	-$326K	0.02%	329
2023 Q4	$1.17M	Sell	5,564 -3,223	-37%	-$633K	0.03%	287
2023 Q3	$1.72M	Buy	+8,787	New	+$1.86M	0.05%	232

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

Foundations Investment Advisors's XSD Position: Q2 2025 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2025, closing a stake of 2,301 shares — an estimated $462K sold.

Foundations Investment Advisors first reported a position in XSD in Q3 2023 and held it in 6 quarters. The position peaked at $1.72M in Q3 2023. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2025.

Foundations Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,301 State Street SPDR S&P Semiconductor ETF shares in Q2 2025, an estimated $462K.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2023 and held it in 6 quarters.
Foundations Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $1.72M in Q3 2023.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.