Wealthcare Advisory Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Wealthcare Advisory 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 Q2	$404K	Sell	648 -143	-18%	-$74.9K	0.01%	778
2026 Q1	$258K	Sell	791 -813	-51%	-$281K	0.01%	926
2025 Q4	$516K	Sell	1,604 -922	-37%	-$304K	0.01%	688
2025 Q3	$806K	Buy	2,526 +1,367	+118%	+$387K	0.02%	559
2025 Q2	$297K	Buy	+1,159	New	+$249K	0.01%	792
2024 Q4	–	Sell	-892	Closed	-$214K	–	936
2024 Q3	$214K	Hold	892	–	–	0.01%	811
2024 Q2	$221K	Hold	892	–	–	0.01%	762
2024 Q1	$207K	Buy	+892	New	+$197K	0.01%	767
2021 Q2	–	Sell	-30	Closed	-$5K	–	1908
2021 Q1	$5K	Buy	+30	New	+$5.54K	﹤0.01%	1671

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CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return