SWM
XSD icon

Spire Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Spire Wealth Management’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 		$181K Sell
291
-1
-0.3% -$524 0.01% 819
2026
Q1 		$95.3K Hold
292
– – ﹤0.01% 975
2025
Q4 		$93.9K Hold
292
– – ﹤0.01% 1004
2025
Q3 		$93.1K Buy
292
+7
+2% +$1.98K ﹤0.01% 1011
2025
Q2 		$73K Sell
285
-240
-46% -$51.6K ﹤0.01% 1088
2025
Q1 		$105K Sell
525
-52
-9% -$12.4K ﹤0.01% 1017
2024
Q4 		$143K Buy
577
+10
+2% +$2.45K ﹤0.01% 923
2024
Q3 		$136K Buy
567
+129
+29% +$30.4K ﹤0.01% 831
2024
Q2 		$108K Sell
438
-411
-48% -$96.6K ﹤0.01% 874
2024
Q1 		$197K Hold
849
– – ﹤0.01% 769
2023
Q4 		$188K Buy
849
+209
+33% +$41.1K 0.01% 780
2023
Q3 		$126K Buy
640
+325
+103% +$68.7K ﹤0.01% 864
2023
Q2 		$69.7K Buy
315
+184
+140% +$36.4K ﹤0.01% 1081
2023
Q1 		$27.3K Buy
131
+10
+8% +$1.96K ﹤0.01% 1484
2022
Q4 		$20K Sell
121
-90
-43% -$15K ﹤0.01% 1375
2022
Q3 		$32K Hold
211
– – ﹤0.01% 1124
2022
Q2 		$32K Hold
211
– – ﹤0.01% 1486
2022
Q1 		$44K Sell
211
-155
-42% -$32.1K ﹤0.01% 1500
2021
Q4 		$89K Buy
366
+71
+24% +$16.2K ﹤0.01% 1451
2021
Q3 		$58K Buy
295
+173
+142% +$33.7K ﹤0.01% 1412
2021
Q2 		$50K Buy
122
+48
+65% +$8.63K ﹤0.01% 1491
2021
Q1 		$14K Buy
+74
New +$13.7K ﹤0.01% 2313

Other funds holding XSD

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return