Vertex Investment Solutions’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Vertex Investment Solutions’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	$1.04M	Sell	1,700 -2,700	-61%	-$1.41M	0.7%	23
2026 Q1	$1.39M	Buy	+4,400	New	+$1.52M	1.6%	15

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

Vertex Investment Solutions's XSD Position: Q2 2026 in Review

Vertex Investment Solutions reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 61% in Q2 2026, selling an estimated $1.41M and leaving 1,700 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #23.

Vertex Investment Solutions first reported a position in XSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q1 2026. 305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Vertex Investment Solutions held 1,700 shares of State Street SPDR S&P Semiconductor ETF worth $1.04M as of Q2 2026.
Vertex Investment Solutions sold 2,700 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $1.41M.
State Street SPDR S&P Semiconductor ETF made up 0.7% of Vertex Investment Solutions's portfolio in Q2 2026, its #23 holding.
Vertex Investment Solutions first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
Vertex Investment Solutions's State Street SPDR S&P Semiconductor ETF position peaked at $1.39M in Q1 2026.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.