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

Total Wealth Planning & 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 Q3	$348K	Hold	658	–	–	0.26%	140
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Total Wealth Planning & Management's XSD Position: Q3 2026 in Review

Total Wealth Planning & Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q3 2026 at 658 shares worth $348K. The position accounts for 0.26% of the portfolio, ranked #140.

Total Wealth Planning & Management first reported a position in XSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $410K in Q2 2026. 254 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Total Wealth Planning & Management held 658 shares of State Street SPDR S&P Semiconductor ETF worth $348K as of Q3 2026.
Total Wealth Planning & Management left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q3 2026.
State Street SPDR S&P Semiconductor ETF made up 0.26% of Total Wealth Planning & Management's portfolio in Q3 2026, its #140 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 3 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P Semiconductor ETF position peaked at $410K in Q2 2026.
254 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.