Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-248	Closed	-$81K	–	620
2026 Q1	$81K	Buy	+248	New	+$85.7K	0.01%	412
2025 Q3	–	Sell	-248	Closed	-$63.7K	–	568
2025 Q2	$63.7K	Buy	248 +40	+19%	+$8.6K	﹤0.01%	388
2025 Q1	$41.8K	Sell	208 -1	-0.5%	-$238	﹤0.01%	391
2024 Q4	$51.9K	Hold	209	–	–	﹤0.01%	363
2024 Q3	$50.2K	Hold	209	–	–	0.01%	309
2024 Q2	$51.6K	Buy	209 +70	+50%	+$16.5K	0.01%	300
2024 Q1	$32.2K	Hold	139	–	–	﹤0.01%	342
2023 Q4	$31.1K	Hold	139	–	–	﹤0.01%	334
2023 Q3	$27.1K	Sell	139 -6,784	-98%	-$1.43M	﹤0.01%	323
2023 Q2	$1.53M	Buy	6,923 +6,785	+4,917%	+$1.34M	0.26%	52
2023 Q1	$28.9K	Sell	138 -9	-6%	-$1.76K	0.01%	300
2022 Q4	$24.7K	Sell	147 -27	-16%	-$4.51K	﹤0.01%	285
2022 Q3	$27K	Hold	174	–	–	0.01%	260
2022 Q2	$26K	Buy	174 +86	+98%	+$14.9K	﹤0.01%	261
2022 Q1	$18K	Buy	88 +30	+52%	+$6.21K	0.01%	208
2021 Q4	$14K	Buy	+58	New	+$13.2K	0.01%	196

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

Guardian Wealth Advisors (North Carolina)'s XSD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2026, closing a stake of 248 shares — an estimated $81K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XSD in Q4 2021 and held it in 16 quarters. The position peaked at $1.53M in Q2 2023. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 248 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $81K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Semiconductor ETF position peaked at $1.53M in Q2 2023.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.