Integrated Wealth Concepts’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Integrated Wealth Concepts’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	$674K	Buy	1,080 +187	+21%	+$98K	﹤0.01%	1479
2026 Q1	$291K	Buy	+893	New	+$308K	﹤0.01%	1876
2023 Q3	–	Sell	-1,125	Closed	-$249K	–	1635
2023 Q2	$249K	Buy	+1,125	New	+$222K	﹤0.01%	1319
2022 Q2	–	Sell	-1,027	Closed	-$213K	–	1084
2022 Q1	$213K	Sell	1,027 -40	-4%	-$8.28K	0.01%	857
2021 Q4	$259K	Buy	1,067 +40	+4%	+$9.1K	0.01%	843
2021 Q3	$203K	Buy	+1,027	New	+$200K	0.01%	899

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

Integrated Wealth Concepts's XSD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 21% in Q2 2026, buying an estimated $98K and bringing the position to 1,080 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Integrated Wealth Concepts first reported a position in XSD in Q3 2021 and has held it in 6 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Integrated Wealth Concepts held 1,080 shares of State Street SPDR S&P Semiconductor ETF worth $674K as of Q2 2026.
Integrated Wealth Concepts bought 187 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $98K.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1479 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2021 and has held it in 6 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.