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

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

Independent Financial Group's XSD Position: Q2 2026 in Review

Independent Financial Group opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2026: 2,922 shares worth $1.82M. The stake represents 0.03% of the portfolio and ranks #478 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in XSD as recently as Q1 2022.

Independent Financial Group first reported a position in XSD in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.78M in Q4 2021. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Independent Financial Group held 2,922 shares of State Street SPDR S&P Semiconductor ETF worth $1.82M as of Q2 2026.
State Street SPDR S&P Semiconductor ETF was a new Independent Financial Group position in Q2 2026.
State Street SPDR S&P Semiconductor ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #478 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2020 and has held it in 8 quarters since.
Independent Financial Group's State Street SPDR S&P Semiconductor ETF position peaked at $2.78M in Q4 2021.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.