GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026
Q1 		$1.62M Sell
4,952
-258
-5% -$89.1K 0.05% 131
2025
Q4 		$1.68M Sell
5,210
-376
-7% -$124K 0.06% 123
2025
Q3 		$1.78M Sell
5,586
-678
-11% -$192K 0.06% 121
2025
Q2 		$1.61M Sell
6,264
-1,338
-18% -$288K 0.06% 122
2025
Q1 		$1.53M Sell
7,602
-410
-5% -$97.4K 0.07% 119
2024
Q4 		$1.99M Buy
8,012
+296
+4% +$72.5K 0.09% 106
2024
Q3 		$1.85M Sell
7,716
-32,144
-81% -$7.58M 0.09% 108
2024
Q2 		$9.86M Buy
39,860
+2,942
+8% +$692K 0.49% 50
2024
Q1 		$8.57M Buy
36,918
+3,678
+11% +$811K 0.46% 51
2023
Q4 		$7.47M Buy
33,240
+3,961
+14% +$778K 0.45% 49
2023
Q3 		$5.74M Buy
29,279
+3,998
+16% +$845K 0.39% 53
2023
Q2 		$5.59M Buy
25,281
+2,917
+13% +$576K 0.38% 57
2023
Q1 		$4.67M Buy
22,364
+1,256
+6% +$246K 0.37% 58
2022
Q4 		$3.53M Sell
21,108
-70
-0.3% -$11.7K 0.31% 67
2022
Q3 		$3.22M Buy
21,178
+7,794
+58% +$1.33M 0.3% 65
2022
Q2 		$2.03M Buy
13,384
+9,029
+207% +$1.57M 0.19% 84
2022
Q1 		$903K Buy
4,355
+967
+29% +$200K 0.07% 119
2021
Q4 		$823K Buy
3,388
+60
+2% +$13.7K 0.07% 125
2021
Q3 		$658K Buy
3,328
+24
+0.7% +$4.68K 0.09% 87
2021
Q2 		$635K Buy
3,304
+671
+25% +$121K 0.06% 130
2021
Q1 		$481K Buy
+2,633
New +$486K 0.06% 134

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XSD Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 5% in Q1 2026, selling an estimated $89.1K and leaving 4,952 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #131.

Gerber Kawasaki Wealth & Investment Management first reported a position in XSD in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.86M in Q2 2024. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 4,952 shares of State Street SPDR S&P Semiconductor ETF worth $1.62M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 258 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $89.1K.
  • State Street SPDR S&P Semiconductor ETF made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #131 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2021 and has held it in 21 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Semiconductor ETF position peaked at $9.86M in Q2 2024.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.