Merit Financial Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Merit Financial 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 Q2	$1.94M	Sell	3,106 -526	-14%	-$276K	0.01%	765
2026 Q1	$1.18M	Sell	3,632 -665	-15%	-$230K	0.01%	902
2025 Q4	$1.38M	Sell	4,297 -797	-16%	-$263K	0.01%	788
2025 Q3	$1.63M	Sell	5,094 -653	-11%	-$185K	0.01%	648
2025 Q2	$1.47M	Buy	5,747 +715	+14%	+$154K	0.02%	627
2025 Q1	$1.01M	Buy	5,032 +646	+15%	+$154K	0.02%	648
2024 Q4	$1.09M	Sell	4,386 -1,061	-19%	-$260K	0.02%	487
2024 Q3	$1.31M	Sell	5,447 -1,494	-22%	-$353K	0.03%	355
2024 Q2	$1.72M	Buy	6,941 +281	+4%	+$66.1K	0.04%	297
2024 Q1	$1.51M	Buy	+6,660	New	+$1.47M	0.04%	316

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merit Financial Group's XSD Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 14% in Q2 2026, selling an estimated $276K and leaving 3,106 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #765.

Merit Financial Group first reported a position in XSD in Q1 2024 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Merit Financial Group held 3,106 shares of State Street SPDR S&P Semiconductor ETF worth $1.94M as of Q2 2026.
Merit Financial Group sold 526 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $276K.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #765 holding.
Merit Financial Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.