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

Intrepid Financial Planning 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
2025
Q1 		– Sell
-13,339
Closed -$3.31M – 127
2024
Q4 		$3.31M Sell
13,339
-689
-5% -$169K 1.4% 19
2024
Q3 		$3.37M Sell
14,028
-309
-2% -$72.9K 1.44% 15
2024
Q2 		$3.55M Sell
14,337
-357
-2% -$83.9K 1.52% 15
2024
Q1 		$3.41M Buy
14,694
+308
+2% +$68K 1.47% 17
2023
Q4 		$3.23M Sell
14,386
-60
-0.4% -$11.8K 1.55% 17
2023
Q3 		$2.83M Sell
14,446
-553
-4% -$117K 1.47% 18
2023
Q2 		$3.32M Sell
14,999
-157
-1% -$31K 1.59% 14
2023
Q1 		$3.16M Sell
15,156
-130
-0.9% -$25.5K 1.6% 15
2022
Q4 		$2.56M Sell
15,286
-1,020
-6% -$170K 1.39% 18
2022
Q3 		$2.48M Buy
16,306
+55
+0.3% +$9.37K 1.41% 18
2022
Q2 		$2.47M Buy
+16,251
New +$2.82M 1.36% 22

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Intrepid Financial Planning Group's XSD Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 13,339 shares — an estimated $3.31M sold.

Intrepid Financial Planning Group first reported a position in XSD in Q2 2022 and held it in 11 quarters. The position peaked at $3.55M in Q2 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

  • Intrepid Financial Planning Group reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 13,339 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $3.31M.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2022 and held it in 11 quarters.
  • Intrepid Financial Planning Group's State Street SPDR S&P Semiconductor ETF position peaked at $3.55M in Q2 2024.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2025, filed 13 May 2025.