Waverly Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Waverly Advisors’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	$225K	Buy	+361	New	+$189K	﹤0.01%	1570

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

Waverly Advisors's XSD Position: Q2 2026 in Review

Waverly Advisors opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2026: 361 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings.

305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

Waverly Advisors held 361 shares of State Street SPDR S&P Semiconductor ETF worth $225K as of Q2 2026.
State Street SPDR S&P Semiconductor ETF was a new Waverly Advisors position in Q2 2026.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1570 holding.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.