World Equity Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

World Equity Group’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 Q3	$477K	Hold	900	–	–	0.2%	114
2026 Q2	$561K	Hold	900	–	–	0.13%	192
2026 Q1	$294K	Sell	900 -112	-11%	-$38.7K	0.08%	289
2025 Q4	$325K	Buy	1,012 +112	+12%	+$37K	0.09%	244
2025 Q3	$287K	Hold	900	–	–	0.07%	282
2025 Q2	$231K	Buy	+900	New	+$194K	0.06%	289
2025 Q1	–	Sell	-900	Closed	-$224K	–	390
2024 Q4	$224K	Hold	900	–	–	0.05%	328
2024 Q3	$216K	Hold	900	–	–	0.08%	242
2024 Q2	$223K	Hold	900	–	–	0.07%	244
2024 Q1	$209K	Hold	900	–	–	0.04%	292
2023 Q4	$202K	Buy	+900	New	+$177K	0.04%	316
2023 Q3	–	Sell	-933	Closed	-$206K	–	384
2023 Q2	$206K	Buy	+933	New	+$184K	0.06%	295

Other funds holding XSD

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

World Equity Group's XSD Position: Q3 2026 in Review

World Equity Group held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q3 2026 at 900 shares worth $477K. The position accounts for 0.2% of the portfolio, ranked #114.

World Equity Group first reported a position in XSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $561K in Q2 2026. 69 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

World Equity Group held 900 shares of State Street SPDR S&P Semiconductor ETF worth $477K as of Q3 2026.
World Equity Group left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q3 2026.
State Street SPDR S&P Semiconductor ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #114 holding.
World Equity Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2023 and has held it in 12 quarters since.
World Equity Group's State Street SPDR S&P Semiconductor ETF position peaked at $561K in Q2 2026.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.