Stonebridge Financial Planning Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Stonebridge Financial Planning Group’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	$820K	Sell	1,315 -65	-5%	-$34K	0.26%	105
2026 Q1	$450K	Hold	1,380	–	–	0.17%	126
2025 Q4	$444K	Sell	1,380 -60	-4%	-$19.8K	0.16%	126
2025 Q3	$460K	Sell	1,440 -60	-4%	-$17K	0.17%	121
2025 Q2	$385K	Sell	1,500 -300	-17%	-$64.5K	0.16%	125
2025 Q1	$361K	Sell	1,800 -125	-6%	-$29.7K	0.17%	125
2024 Q4	$478K	Sell	1,925 -315	-14%	-$77.2K	0.21%	115
2024 Q3	$538K	Sell	2,240 -45	-2%	-$10.6K	0.26%	100
2024 Q2	$566K	Hold	2,285	–	–	0.28%	94
2024 Q1	$530K	Buy	2,285 +335	+17%	+$73.9K	0.28%	96
2023 Q4	$438K	Buy	1,950 +65	+3%	+$12.8K	0.25%	100
2023 Q3	$369K	Sell	1,885 -450	-19%	-$95.1K	0.24%	99
2023 Q2	$517K	Sell	2,335 -200	-8%	-$39.5K	0.31%	74
2023 Q1	$529K	Sell	2,535 -470	-16%	-$92.1K	0.34%	75
2022 Q4	$503K	Sell	3,005 -715	-19%	-$119K	0.33%	76
2022 Q3	$566K	Sell	3,720 -465	-11%	-$79.2K	0.4%	69
2022 Q2	$635K	Sell	4,185 -1,010	-19%	-$175K	0.43%	58
2022 Q1	$1.08M	Buy	5,195 +70	+1%	+$14.5K	0.6%	47
2021 Q4	$983K	Buy	5,125 +2,040	+66%	+$464K	0.52%	48
2021 Q3	$719K	Hold	3,085	–	–	0.35%	62
2021 Q2	$583K	Hold	3,085	–	–	0.31%	67
2021 Q1	$573K	Hold	3,085	–	–	0.33%	62
2020 Q4	$527K	Sell	3,085 -150	-5%	-$22.3K	0.33%	59
2020 Q3	$443K	Buy	3,235 +133	+4%	+$16.2K	0.32%	61
2020 Q2	$345K	Sell	3,102 -133	-4%	-$13.5K	0.29%	63
2020 Q1	$294K	Hold	3,235	–	–	0.29%	63
2019 Q4	$343K	Buy	+3,235	New	+$313K	0.31%	63

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

Stonebridge Financial Planning Group's XSD Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 4.7% in Q2 2026, selling an estimated $34K and leaving 1,315 shares worth $820K. The position accounts for 0.26% of the portfolio, ranked #105.

Stonebridge Financial Planning Group first reported a position in XSD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q1 2022. 305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Stonebridge Financial Planning Group held 1,315 shares of State Street SPDR S&P Semiconductor ETF worth $820K as of Q2 2026.
Stonebridge Financial Planning Group sold 65 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $34K.
State Street SPDR S&P Semiconductor ETF made up 0.26% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #105 holding.
Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's State Street SPDR S&P Semiconductor ETF position peaked at $1.08M in Q1 2022.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.