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

McClarren 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 Q2	–	Sell	-17	Closed	-$3K	–	313
2025 Q1	$3K	Hold	17	–	–	﹤0.01%	248
2024 Q4	$4K	Hold	17	–	–	0.01%	173
2024 Q3	$4	Sell	17 -230	-93%	-$54.3K	﹤0.01%	214
2024 Q2	$4K	Buy	247 +229	+1,272%	+$53.8K	﹤0.01%	271
2024 Q1	$5K	Hold	18	–	–	﹤0.01%	258
2023 Q4	$4K	Buy	18 +1	+6%	+$197	﹤0.01%	306
2023 Q3	$3K	Hold	17	–	–	﹤0.01%	296
2023 Q2	$3K	Hold	17	–	–	﹤0.01%	297
2023 Q1	$3K	Hold	17	–	–	﹤0.01%	285
2022 Q4	$2K	Hold	17	–	–	﹤0.01%	305
2022 Q3	$2K	Buy	+17	New	+$2.9K	﹤0.01%	282
2022 Q2	–	Sell	-17	Closed	-$3K	–	297
2022 Q1	$3K	Sell	17 -1	-6%	-$207	﹤0.01%	247
2021 Q4	$5K	Buy	18 +1	+6%	+$228	﹤0.01%	267
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	254
2021 Q2	$3K	Hold	17	–	–	﹤0.01%	274
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	238
2020 Q4	$2K	Buy	+17	New	+$2.53K	﹤0.01%	209

Other funds holding XSD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McClarren Financial Advisors's XSD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2025, closing a stake of 17 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in XSD in Q4 2020 and held it in 17 quarters. The position peaked at $5K in Q1 2024. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2025.

McClarren Financial Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 17 State Street SPDR S&P Semiconductor ETF shares in Q2 2025, an estimated $3K.
McClarren Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $5K in Q1 2024.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.