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 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 $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