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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return