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

Perigon 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 Q3	$326K	Hold	616	–	–	0.01%	1099
2026 Q2	$384K	Hold	616	–	–	0.01%	1003
2026 Q1	$201K	Buy	+616	New	+$213K	﹤0.01%	1226
2024 Q1	–	Sell	-966	Closed	-$217K	–	932
2023 Q4	$217K	Buy	+966	New	+$190K	0.01%	765
2021 Q1	–	Sell	-275	Closed	-$47K	–	1056
2020 Q4	$47K	Buy	+275	New	+$40.9K	0.01%	762

Other funds holding XSD

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Perigon Wealth Management's XSD Position: Q3 2026 in Review

Perigon Wealth Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q3 2026 at 616 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1099.

Perigon Wealth Management first reported a position in XSD in Q4 2020 and has held it in 5 quarters since. The position peaked at $384K in Q2 2026. 86 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Perigon Wealth Management held 616 shares of State Street SPDR S&P Semiconductor ETF worth $326K as of Q3 2026.
Perigon Wealth Management left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q3 2026.
State Street SPDR S&P Semiconductor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1099 holding.
Perigon Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and has held it in 5 quarters since.
Perigon Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $384K in Q2 2026.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.