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

Merriman Wealth Management’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
2024 Q4	$384K	Hold	1,547	–	–	0.02%	152
2024 Q3	$372K	Hold	1,547	–	–	0.02%	160
2024 Q2	$383K	Hold	1,547	–	–	0.02%	152
2024 Q1	$359K	Hold	1,547	–	–	0.02%	155
2023 Q4	$348K	Buy	1,547 +1	+0.1%	+$197	0.02%	148
2023 Q3	$303K	Buy	1,546 +1	+0.1%	+$211	0.02%	148
2023 Q2	$342K	Buy	1,545 +1	+0.1%	+$198	0.02%	167
2023 Q1	$322K	Buy	1,544 +2	+0.1%	+$392	0.02%	155
2022 Q4	$258K	Buy	1,542 +2	+0.1%	+$334	0.01%	177
2022 Q3	$234K	Buy	1,540 +1	+0.1%	+$170	0.02%	152
2022 Q2	$233K	Buy	1,539 +3	+0.2%	+$521	0.02%	148
2022 Q1	$319K	Buy	+1,536	New	+$318K	0.03%	156

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Merriman Wealth Management's XSD Position: Q4 2024 in Review

Merriman Wealth Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q4 2024 at 1,547 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #152.

Merriman Wealth Management first reported a position in XSD in Q1 2022 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

Merriman Wealth Management held 1,547 shares of State Street SPDR S&P Semiconductor ETF worth $384K as of Q4 2024.
Merriman Wealth Management left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q4 2024.
State Street SPDR S&P Semiconductor ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #152 holding.
Merriman Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2022 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.