Independent Financial Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Independent Financial Group’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	$1.82M	Buy	+2,922	New	+$1.53M	0.03%	478
2022 Q2	–	Sell	-9,588	Closed	-$1.99M	–	828
2022 Q1	$1.99M	Sell	9,588 -1,832	-16%	-$379K	0.16%	129
2021 Q4	$2.78M	Buy	11,420 +486	+4%	+$111K	0.23%	88
2021 Q3	$2.16M	Sell	10,934 -445	-4%	-$86.8K	0.22%	101
2021 Q2	$2.19M	Sell	11,379 -2,930	-20%	-$527K	0.23%	101
2021 Q1	$2.62M	Buy	14,309 +6,066	+74%	+$1.12M	0.34%	64
2020 Q4	$1.41M	Buy	8,243 +5,194	+170%	+$772K	0.21%	124
2020 Q3	$383K	Buy	+3,049	New	+$371K	0.07%	300

Other funds holding XSD

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return