Planning Project LLC’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Planning Project LLC’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
2025 Q4	$965	Buy	+3	New	+$990	﹤0.01%	136

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Planning Project LLC's XSD Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2025: 3 shares worth $965. The stake represents ﹤0.01% of the portfolio and ranks #136 among its holdings.

244 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

Planning Project LLC held 3 shares of State Street SPDR S&P Semiconductor ETF worth $965 as of Q4 2025.
State Street SPDR S&P Semiconductor ETF was a new Planning Project LLC position in Q4 2025.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #136 holding.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.