Rothschild Investment LLC’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Rothschild Investment 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	–	Sell	-3	Closed	-$957	–	3510
2025 Q3	$957	Hold	3	–	–	﹤0.01%	2596
2025 Q2	$770	Hold	3	–	–	﹤0.01%	2590
2025 Q1	$602	Hold	3	–	–	﹤0.01%	2557
2024 Q4	$745	Hold	3	–	–	﹤0.01%	2383
2024 Q3	$721	Buy	+3	New	+$708	﹤0.01%	2357

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIG

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

Rothschild Investment LLC's XSD Position: Q4 2025 in Review

Rothschild Investment LLC sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2025, closing a stake of 3 shares — an estimated $957 sold.

Rothschild Investment LLC first reported a position in XSD in Q3 2024 and held it in 5 quarters. The position peaked at $957 in Q3 2025. 244 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

Rothschild Investment LLC reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Rothschild Investment LLC sold 3 State Street SPDR S&P Semiconductor ETF shares in Q4 2025, an estimated $957.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2024 and held it in 5 quarters.
Rothschild Investment LLC's State Street SPDR S&P Semiconductor ETF position peaked at $957 in Q3 2025.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.