JWS
XSD icon

Juncture Wealth Strategies’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Juncture Wealth Strategies’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 		$553K Sell
886
-776
-47% -$407K 0.14% 106
2026
Q1 		$542K Buy
1,662
+90
+6% +$31.1K 0.18% 76
2025
Q4 		$506K Buy
1,572
+88
+6% +$29K 0.17% 74
2025
Q3 		$474K Buy
1,484
+18
+1% +$5.09K 0.16% 76
2025
Q2 		$376K Buy
1,466
+227
+18% +$48.8K 0.13% 88
2025
Q1 		$249K Sell
1,239
-16
-1% -$3.8K 0.1% 113
2024
Q4 		$312K Buy
1,255
+54
+4% +$13.2K 0.12% 103
2024
Q3 		$289K Buy
1,201
+108
+10% +$25.5K 0.11% 105
2024
Q2 		$270K Buy
+1,093
New +$257K 0.11% 90
2022
Q1 		– Sell
-917
Closed -$223K – 136
2021
Q4 		$223K Sell
917
-127
-12% -$28.9K 0.11% 119
2021
Q3 		$207K Buy
+1,044
New +$204K 0.11% 113
2021
Q1 		– Sell
-1,251
Closed -$214K – 125
2020
Q4 		$214K Buy
+1,251
New +$186K 0.14% 104
2019
Q3 		– Sell
-3,168
Closed -$267K – 111
2019
Q2 		$267K Sell
3,168
-1,401
-31% -$114K 0.21% 101
2019
Q1 		$359K Sell
4,569
-1,645
-26% -$122K 0.28% 92
2018
Q4 		$402K Buy
6,214
+472
+8% +$32.1K 0.27% 77
2018
Q3 		$436K Buy
5,742
+1,242
+28% +$94.3K 0.23% 84
2018
Q2 		$325K Buy
4,500
+1,613
+56% +$117K 0.17% 87
2018
Q1 		$202K Buy
+2,887
New +$208K 0.11% 91

Other funds holding XSD

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Juncture Wealth Strategies's XSD Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 47% in Q2 2026, selling an estimated $407K and leaving 886 shares worth $553K. The position accounts for 0.14% of the portfolio, ranked #106.

Juncture Wealth Strategies first reported a position in XSD in Q1 2018 and has held it in 18 quarters since. 47 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

  • Juncture Wealth Strategies held 886 shares of State Street SPDR S&P Semiconductor ETF worth $553K as of Q2 2026.
  • Juncture Wealth Strategies sold 776 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $407K.
  • State Street SPDR S&P Semiconductor ETF made up 0.14% of Juncture Wealth Strategies's portfolio in Q2 2026, its #106 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2018 and has held it in 18 quarters since.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.