LWM
XSD icon

Lionshead Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Lionshead Wealth Management’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
-1,080
Closed -$268K – 121
2024
Q4 		$268K Buy
+1,080
New +$265K 0.19% 91

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

Lionshead Wealth Management's XSD Position: Q1 2025 in Review

Lionshead Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 1,080 shares — an estimated $268K sold.

Lionshead Wealth Management first reported a position in XSD in Q4 2024 and held it in 1 quarter. The position peaked at $268K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

  • Lionshead Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 1,080 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $268K.
  • Lionshead Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $268K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.