Waterloo Capital’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Waterloo Capital’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
2025 Q1	–	Sell	-1,102	Closed	-$274K	–	425
2024 Q4	$274K	Buy	+1,102	New	+$270K	0.03%	304

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

KWM

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

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

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

Waterloo Capital's XSD Position: Q1 2025 in Review

Waterloo Capital sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 1,102 shares — an estimated $274K sold.

Waterloo Capital first reported a position in XSD in Q4 2024 and held it in 1 quarter. The position peaked at $274K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

Waterloo Capital reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Waterloo Capital sold 1,102 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $274K.
Waterloo Capital first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and held it in 1 quarter.
Waterloo Capital's State Street SPDR S&P Semiconductor ETF position peaked at $274K in Q4 2024.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.