Soltis Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Soltis Investment 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 Q1	–	Sell	-2,118	Closed	-$681K	–	610
2025 Q4	$681K	Sell	2,118 -185	-8%	-$61K	0.04%	268
2025 Q3	$735K	Sell	2,303 -97	-4%	-$27.4K	0.05%	247
2025 Q2	$616K	Sell	2,400 -33	-1%	-$7.1K	0.05%	228
2025 Q1	$488K	Buy	2,433 +33	+1%	+$7.84K	0.04%	245
2024 Q4	$596K	Hold	2,400	–	–	0.06%	224
2024 Q3	$577K	Hold	2,400	–	–	0.06%	213
2024 Q2	$594K	Hold	2,400	–	–	0.06%	193
2024 Q1	$557K	Hold	2,400	–	–	0.06%	193
2023 Q4	$539K	Hold	2,400	–	–	0.06%	179
2023 Q3	$470K	Hold	2,400	–	–	0.06%	178
2023 Q2	$531K	Buy	2,400 +8	+0.3%	+$1.58K	0.06%	166
2023 Q1	$499K	Hold	2,392	–	–	0.06%	174
2022 Q4	$400K	Buy	+2,392	New	+$400K	0.05%	179

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Soltis Investment Advisors's XSD Position: Q1 2026 in Review

Soltis Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2026, closing a stake of 2,118 shares — an estimated $681K sold.

Soltis Investment Advisors first reported a position in XSD in Q4 2022 and held it in 13 quarters. The position peaked at $735K in Q3 2025. 249 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Soltis Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Soltis Investment Advisors sold 2,118 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $681K.
Soltis Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 13 quarters.
Soltis Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $735K in Q3 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.