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 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

MIG

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HPC

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

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

MAG

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

Root Financial Partners's XSD Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2026, closing a stake of 80 shares — an estimated $26.1K sold.

Root Financial Partners first reported a position in XSD in Q3 2025 and held it in 3 quarters. The position peaked at $38.6K in Q4 2025. 119 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 80 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $26.1K.
Root Financial Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR S&P Semiconductor ETF position peaked at $38.6K in Q4 2025.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.