MWM
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Modera Wealth Management’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Hold
1,436
– – ﹤0.01% 499
2025
Q1 		$288K Buy
1,436
+130
+10% +$26.1K ﹤0.01% 520
2024
Q4 		$324K Buy
+1,306
New +$324K ﹤0.01% 499