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

Heartwood 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
2025
Q4 		– Sell
-144
Closed -$46K – 615
2025
Q3 		$46K Buy
+144
New +$40.7K ﹤0.01% 308

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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 $202B AUM 37.79% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Heartwood Wealth Advisors's XSD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2025, closing a stake of 144 shares — an estimated $46K sold.

Heartwood Wealth Advisors first reported a position in XSD in Q3 2025 and held it in 1 quarter. The position peaked at $46K in Q3 2025. 245 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 144 State Street SPDR S&P Semiconductor ETF shares in Q4 2025, an estimated $46K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $46K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.