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

Marcum Wealth’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	$209K	Hold	1,040	–	–	0.02%	359
2024 Q4	$258K	Hold	1,040	–	–	0.02%	311
2024 Q3	$250K	Hold	1,040	–	–	0.02%	325
2024 Q2	$257K	Hold	1,040	–	–	0.03%	304
2024 Q1	$241K	Hold	1,040	–	–	0.02%	310
2023 Q4	$234K	Hold	1,040	–	–	0.02%	306
2023 Q3	$204K	Hold	1,040	–	–	0.02%	316
2023 Q2	$230K	Hold	1,040	–	–	0.03%	303
2023 Q1	$217K	Buy	+1,040	New	+$204K	0.03%	310

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marcum Wealth's XSD Position: Q1 2025 in Review

Marcum Wealth held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q1 2025 at 1,040 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #359.

Marcum Wealth first reported a position in XSD in Q1 2023 and has held it in 9 quarters since. The position peaked at $258K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

Marcum Wealth held 1,040 shares of State Street SPDR S&P Semiconductor ETF worth $209K as of Q1 2025.
Marcum Wealth left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q1 2025.
State Street SPDR S&P Semiconductor ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #359 holding.
Marcum Wealth first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2023 and has held it in 9 quarters since.
Marcum Wealth's State Street SPDR S&P Semiconductor ETF position peaked at $258K in Q4 2024.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.