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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$410K Buy
658
+42
+7% +$22K 0.28% 124
2026
Q1
$201K Buy
+616
New +$213K 0.15% 188

Other funds holding XSD

Total Wealth Planning & Management's XSD Position: Q2 2026 in Review

Total Wealth Planning & Management increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 6.8% in Q2 2026, buying an estimated $22K and bringing the position to 658 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #124.

Total Wealth Planning & Management first reported a position in XSD in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

  • Total Wealth Planning & Management held 658 shares of State Street SPDR S&P Semiconductor ETF worth $410K as of Q2 2026.
  • Total Wealth Planning & Management bought 42 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $22K.
  • State Street SPDR S&P Semiconductor ETF made up 0.28% of Total Wealth Planning & Management's portfolio in Q2 2026, its #124 holding.
  • Total Wealth Planning & Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.