Regent Peak Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Regent Peak Wealth 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 Q2	$1.83M	Hold	2,937	–	–	0.34%	41
2026 Q1	$958K	Sell	2,937 -570	-16%	-$197K	0.2%	56
2025 Q4	$1.13M	Sell	3,507 -19	-0.5%	-$6.27K	0.22%	51
2025 Q3	$1.13M	Buy	+3,526	New	+$997K	0.23%	49
2025 Q1	$708K	Hold	3,525	–	–	0.17%	59
2024 Q4	$876K	Buy	3,525 +1	+0%	+$245	0.2%	54
2024 Q3	$847K	Sell	3,524 -51	-1%	-$12K	0.19%	68
2024 Q2	$885K	Buy	3,575 +51	+1%	+$12K	0.2%	66
2024 Q1	$818K	Sell	3,524 -51	-1%	-$11.3K	0.21%	66
2023 Q4	$804K	Buy	3,575 +34	+1%	+$6.68K	0.22%	63
2023 Q3	$694K	Hold	3,541	–	–	0.21%	70
2023 Q2	$784K	Hold	3,541	–	–	0.23%	64
2023 Q1	$739K	Buy	3,541 +1	+0%	+$196	0.23%	65
2022 Q4	$592K	Buy	3,540 +500	+16%	+$83.5K	0.19%	75
2022 Q3	$462K	Hold	3,040	–	–	0.16%	82
2022 Q2	$461K	Sell	3,040 -607	-17%	-$105K	0.15%	89
2022 Q1	$757K	Hold	3,647	–	–	0.22%	63
2021 Q4	$887K	Buy	3,647 +1	+0%	+$228	0.24%	60
2021 Q3	$722K	Sell	3,646 -276	-7%	-$53.8K	0.21%	72
2021 Q2	$749K	Buy	3,922 +170	+5%	+$30.5K	0.21%	70
2021 Q1	$685K	Buy	3,752 +1,565	+72%	+$289K	0.23%	71
2020 Q4	$373K	Hold	2,187	–	–	0.12%	95
2020 Q3	$275K	Hold	2,187	–	–	0.12%	103
2020 Q2	$245K	Buy	+2,187	New	+$222K	0.11%	104
2020 Q1	–	Sell	-4,231	Closed	-$448K	–	131
2019 Q4	$448K	Buy	+4,231	New	+$410K	0.2%	78

Other funds holding XSD

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HPC

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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Regent Peak Wealth Advisors's XSD Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2026 at 2,937 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #41.

Regent Peak Wealth Advisors first reported a position in XSD in Q4 2019 and has held it in 25 quarters since. 47 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Regent Peak Wealth Advisors held 2,937 shares of State Street SPDR S&P Semiconductor ETF worth $1.83M as of Q2 2026.
Regent Peak Wealth Advisors left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q2 2026.
State Street SPDR S&P Semiconductor ETF made up 0.34% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and has held it in 25 quarters since.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.