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

Modera 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
2026 Q2	$914K	Buy	1,465 +6	+0.4%	+$3.14K	0.01%	365
2026 Q1	$476K	Buy	1,459 +2	+0.1%	+$691	0.01%	443
2025 Q4	$469K	Buy	1,457 +21	+1%	+$6.93K	0.01%	464
2025 Q3	$458K	Hold	1,436	–	–	0.01%	474
2025 Q2	$368K	Hold	1,436	–	–	﹤0.01%	499
2025 Q1	$288K	Buy	1,436 +130	+10%	+$30.9K	﹤0.01%	520
2024 Q4	$324K	Buy	+1,306	New	+$320K	﹤0.01%	500

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

Modera Wealth Management's XSD Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.41% in Q2 2026, buying an estimated $3.14K and bringing the position to 1,465 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #365.

Modera Wealth Management first reported a position in XSD in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Modera Wealth Management held 1,465 shares of State Street SPDR S&P Semiconductor ETF worth $914K as of Q2 2026.
Modera Wealth Management bought 6 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $3.14K.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #365 holding.
Modera Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.