Triad Wealth Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Triad Wealth Partners’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	-741	Closed	-$238K	–	525
2025 Q4	$238K	Buy	+741	New	+$245K	0.02%	430

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Triad Wealth Partners's XSD Position: Q1 2026 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2026, closing a stake of 741 shares — an estimated $238K sold.

Triad Wealth Partners first reported a position in XSD in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Triad Wealth Partners reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 741 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $238K.
Triad Wealth Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2025 and held it in 1 quarter.
Triad Wealth Partners's State Street SPDR S&P Semiconductor ETF position peaked at $238K in Q4 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.