Moneta Group Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Moneta Group Investment Advisors’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	$215K	Sell	660 -35	-5%	-$12.1K	﹤0.01%	750
2025 Q4	$224K	Hold	695	–	–	﹤0.01%	735
2025 Q3	$222K	Buy	+695	New	+$197K	﹤0.01%	721

Other funds holding XSD

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Moneta Group Investment Advisors's XSD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 5% in Q1 2026, selling an estimated $12.1K and leaving 660 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Moneta Group Investment Advisors first reported a position in XSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Moneta Group Investment Advisors held 660 shares of State Street SPDR S&P Semiconductor ETF worth $215K as of Q1 2026.
Moneta Group Investment Advisors sold 35 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $12.1K.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #750 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
Moneta Group Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $224K in Q4 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.