Marshall & Sterling Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Marshall & Sterling Wealth 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
2026 Q2	$120K	Hold	192	–	–	0.07%	113
2026 Q1	$62.6K	Sell	192 -57	-23%	-$19.7K	0.04%	134
2025 Q4	$80.1K	Hold	249	–	–	0.05%	117
2025 Q3	$79.5K	Hold	249	–	–	0.05%	132
2025 Q2	$63.9K	Sell	249 -13	-5%	-$2.8K	0.04%	134
2025 Q1	$52.6K	Hold	262	–	–	0.04%	148
2024 Q4	$65.1K	Buy	+262	New	+$64.2K	0.05%	112

Other funds holding XSD

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XSD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2026 at 192 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #113.

Marshall & Sterling Wealth Advisors first reported a position in XSD in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 192 shares of State Street SPDR S&P Semiconductor ETF worth $120K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q2 2026.
State Street SPDR S&P Semiconductor ETF made up 0.07% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.