Joel Isaacson & Co’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Joel Isaacson & Co’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	$424K	Buy	680 +1	+0.1%	+$524	0.01%	328
2026 Q1	$222K	Hold	679	–	–	0.01%	418
2025 Q4	$218K	Hold	679	–	–	0.01%	427
2025 Q3	$217K	Buy	+679	New	+$192K	0.01%	417

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

Joel Isaacson & Co's XSD Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.15% in Q2 2026, buying an estimated $524 and bringing the position to 680 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #328.

Joel Isaacson & Co first reported a position in XSD in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Joel Isaacson & Co held 680 shares of State Street SPDR S&P Semiconductor ETF worth $424K as of Q2 2026.
Joel Isaacson & Co bought 1 State Street SPDR S&P Semiconductor ETF share in Q2 2026, an estimated $524.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #328 holding.
Joel Isaacson & Co first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.