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Legacy Wealth Management (Idaho)’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$21.2K Hold
65
– – 0.01% 373
2025
Q4 		$20.9K Hold
65
– – 0.01% 321
2025
Q3 		$20.7K Buy
+65
New +$18.4K 0.01% 263

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XSD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q1 2026 at 65 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #373.

Legacy Wealth Management (Idaho) first reported a position in XSD in Q3 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 65 shares of State Street SPDR S&P Semiconductor ETF worth $21.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Semiconductor ETF made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #373 holding.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.