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

Grey Fox 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 		$293K Hold
898
– – 0.06% 113
2025
Q4 		$289K Buy
898
+1
+0.1% +$330 0.06% 111
2025
Q3 		$286K Hold
897
– – 0.06% 114
2025
Q2 		$230K Buy
+897
New +$193K 0.05% 120
2025
Q1 		– Sell
-895
Closed -$222K – 132
2024
Q4 		$222K Buy
895
+1
+0.1% +$245 0.06% 120
2024
Q3 		$215K Hold
894
– – 0.06% 116
2024
Q2 		$221K Buy
894
+1
+0.1% +$235 0.08% 119
2024
Q1 		$207K Hold
893
– – 0.08% 121
2023
Q4 		$201K Buy
+893
New +$175K 0.09% 106
2023
Q2 		– Sell
-891
Closed -$186K – 537
2023
Q1 		$186K Buy
891
+1
+0.1% +$196 0.11% 103
2022
Q4 		$149K Buy
+890
New +$149K 0.1% 110

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $7.32B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return