JWCA
XSD icon

J.W. Cole Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

J.W. Cole 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
2026
Q1 		$248K Buy
+760
New +$263K 0.01% 686
2025
Q4 		– Sell
-760
Closed -$242K – 1608
2025
Q3 		$242K Buy
+760
New +$215K ﹤0.01% 1345
2023
Q2 		– Sell
-1,415
Closed -$295K – 826
2023
Q1 		$295K Sell
1,415
-54
-4% -$10.6K 0.02% 607
2022
Q4 		$246K Sell
1,469
-375
-20% -$62.7K 0.02% 627
2022
Q3 		$281K Buy
1,844
+175
+10% +$29.8K 0.02% 563
2022
Q2 		$253K Sell
1,669
-135
-7% -$23.4K 0.02% 598
2022
Q1 		$374K Buy
1,804
+52
+3% +$10.8K 0.03% 548
2021
Q4 		$426K Buy
+1,752
New +$399K 0.03% 525

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return