Root Financial Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Root Financial Partners’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	$26.5K	Buy	+50	New	+$25.7K	﹤0.01%	1400
2026 Q2	–	Sell	-80	Closed	-$26.1K	–	3238
2026 Q1	$26.1K	Sell	80 -40	-33%	-$13.8K	﹤0.01%	1179
2025 Q4	$38.6K	Hold	120	–	–	﹤0.01%	827
2025 Q3	$38.3K	Buy	+120	New	+$33.9K	﹤0.01%	777

Other funds holding XSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

HPC

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

Root Financial Partners's XSD Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2026: 50 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XSD as recently as Q1 2026.

Root Financial Partners first reported a position in XSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.6K in Q4 2025. 221 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Root Financial Partners held 50 shares of State Street SPDR S&P Semiconductor ETF worth $26.5K as of Q3 2026.
State Street SPDR S&P Semiconductor ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1400 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR S&P Semiconductor ETF position peaked at $38.6K in Q4 2025.
221 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.