Grimes & Company’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Grimes & Company’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 Q2	$3.69M	Sell	5,924 -40	-0.7%	-$21K	0.08%	148
2026 Q1	$1.94M	Sell	5,964 -306	-5%	-$106K	0.05%	185
2025 Q4	$2.02M	Sell	6,270 -337	-5%	-$111K	0.05%	193
2025 Q3	$2.11M	Sell	6,607 -329	-5%	-$93K	0.05%	179
2025 Q2	$1.78M	Buy	+6,936	New	+$1.49M	0.05%	173

Other funds holding XSD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Grimes & Company's XSD Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.67% in Q2 2026, selling an estimated $21K and leaving 5,924 shares worth $3.69M. The position accounts for 0.08% of the portfolio, ranked #148.

Grimes & Company first reported a position in XSD in Q2 2025 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Grimes & Company held 5,924 shares of State Street SPDR S&P Semiconductor ETF worth $3.69M as of Q2 2026.
Grimes & Company sold 40 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $21K.
State Street SPDR S&P Semiconductor ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #148 holding.
Grimes & Company first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.