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 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 $377B AUM 19.32% 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 $173B AUM 20.72% 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

Guardian Wealth Advisors (North Carolina)'s XSD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2026: 248 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in XSD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in XSD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.53M in Q2 2023. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 248 shares of State Street SPDR S&P Semiconductor ETF worth $81K as of Q1 2026.
State Street SPDR S&P Semiconductor ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #412 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Semiconductor ETF position peaked at $1.53M in Q2 2023.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.