M3 Advisory Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

M3 Advisory Group’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	$658K	Buy	2,017 +18	+0.9%	+$6.22K	0.41%	50
2025 Q4	$643K	Buy	1,999 +69	+4%	+$22.8K	0.39%	48
2025 Q3	$616K	Buy	1,930 +45	+2%	+$12.7K	0.38%	51
2025 Q2	$483K	Sell	1,885 -172	-8%	-$37K	0.33%	63
2025 Q1	$413K	Sell	2,057 -20	-1%	-$4.75K	0.33%	66
2024 Q4	$516K	Buy	2,077 +8	+0.4%	+$1.96K	0.37%	61
2024 Q3	$497K	Buy	2,069 +358	+21%	+$84.5K	0.37%	63
2024 Q2	$423K	Buy	1,711 +124	+8%	+$29.2K	0.35%	70
2024 Q1	$368K	Buy	1,587 +25	+2%	+$5.52K	0.33%	72
2023 Q4	$351K	Buy	+1,562	New	+$307K	0.41%	55

Other funds holding XSD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return