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

SOA 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	$1.09M	Hold	1,751	–	–	0.18%	82
2026 Q1	$571K	Buy	1,751 +1	+0.1%	+$345	0.11%	110
2025 Q4	$563K	Buy	1,750 +1	+0.1%	+$330	0.1%	116
2025 Q3	$558K	Sell	1,749 -22	-1%	-$6.22K	0.1%	113
2025 Q2	$454K	Buy	1,771 +2	+0.1%	+$430	0.09%	127
2025 Q1	$355K	Buy	1,769 +1	+0.1%	+$238	0.07%	130
2024 Q4	$439K	Buy	1,768 +1	+0.1%	+$245	0.08%	123
2024 Q3	$424K	Buy	1,767 +1	+0.1%	+$236	0.08%	123
2024 Q2	$437K	Buy	1,766 +1	+0.1%	+$235	0.09%	118
2024 Q1	$410K	Buy	1,765 +1	+0.1%	+$221	0.08%	121
2023 Q4	$397K	Buy	1,764 +1	+0.1%	+$197	0.09%	116
2023 Q3	$345K	Buy	1,763 +2	+0.1%	+$423	0.09%	121
2023 Q2	$390K	Buy	1,761 +1	+0.1%	+$198	0.09%	113
2023 Q1	$367K	Buy	1,760 +86	+5%	+$16.9K	0.09%	111
2022 Q4	$280K	Sell	1,674 -84	-5%	-$14K	0.08%	124
2022 Q3	$267K	Buy	1,758 +397	+29%	+$67.6K	0.08%	122
2022 Q2	$206K	Buy	1,361 +255	+23%	+$44.3K	0.06%	140
2022 Q1	$229K	Buy	+1,106	New	+$229K	0.06%	149

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SOA Wealth Advisors's XSD Position: Q2 2026 in Review

SOA Wealth Advisors held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2026 at 1,751 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #82.

SOA Wealth Advisors first reported a position in XSD in Q1 2022 and has held it in 18 quarters since. 305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

SOA Wealth Advisors held 1,751 shares of State Street SPDR S&P Semiconductor ETF worth $1.09M as of Q2 2026.
SOA 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 0.18% of SOA Wealth Advisors's portfolio in Q2 2026, its #82 holding.
SOA Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2022 and has held it in 18 quarters since.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.