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 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

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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