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Legend Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-24
Closed -$5.96K – 264
2024
Q4 		$5.96K Buy
+24
New +$5.88K ﹤0.01% 146
2024
Q3 		– Sell
-24
Closed -$5.94K – 289
2024
Q2 		$5.94K Buy
+24
New +$5.64K ﹤0.01% 183

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

Legend Financial Advisors's XSD Position: Q1 2025 in Review

Legend Financial Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 24 shares — an estimated $5.96K sold.

Legend Financial Advisors first reported a position in XSD in Q2 2024 and held it in 2 quarters. The position peaked at $5.96K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

  • Legend Financial Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 24 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $5.96K.
  • Legend Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $5.96K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.