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

FRG Family 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 Q1	$773K	Sell	2,370 -220	-8%	-$76K	0.13%	98
2025 Q4	$833K	Buy	+2,590	New	+$855K	0.13%	95

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

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

FRG Family Wealth Advisors's XSD Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 8.5% in Q1 2026, selling an estimated $76K and leaving 2,370 shares worth $773K. The position accounts for 0.13% of the portfolio, ranked #98.

FRG Family Wealth Advisors first reported a position in XSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $833K in Q4 2025. 248 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

FRG Family Wealth Advisors held 2,370 shares of State Street SPDR S&P Semiconductor ETF worth $773K as of Q1 2026.
FRG Family Wealth Advisors sold 220 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $76K.
State Street SPDR S&P Semiconductor ETF made up 0.13% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #98 holding.
FRG Family Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
FRG Family Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $833K in Q4 2025.
248 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.