XML Financial’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

XML Financial’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	$261K	Buy	+418	New	+$219K	0.02%	392
2024 Q3	–	Sell	-1,647	Closed	-$408K	–	359
2024 Q2	$408K	Sell	1,647 -167	-9%	-$39.3K	0.04%	242
2024 Q1	$421K	Sell	1,814 -40	-2%	-$8.82K	0.04%	242
2023 Q4	$417K	Buy	1,854 +1	+0.1%	+$197	0.04%	229
2023 Q3	$363K	Buy	1,853 +2	+0.1%	+$423	0.04%	235
2023 Q2	$410K	Buy	1,851 +1	+0.1%	+$198	0.05%	240
2023 Q1	$386K	Buy	1,850 +2	+0.1%	+$392	0.05%	239
2022 Q4	$309K	Buy	+1,848	New	+$309K	0.04%	255

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

XML Financial's XSD Position: Q2 2026 in Review

XML Financial opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2026: 418 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: XML Financial previously reported a position in XSD as recently as Q2 2024.

XML Financial first reported a position in XSD in Q4 2022 and has held it in 8 quarters since. The position peaked at $421K in Q1 2024. 305 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

XML Financial held 418 shares of State Street SPDR S&P Semiconductor ETF worth $261K as of Q2 2026.
State Street SPDR S&P Semiconductor ETF was a new XML Financial position in Q2 2026.
State Street SPDR S&P Semiconductor ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #392 holding.
XML Financial first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and has held it in 8 quarters since.
XML Financial's State Street SPDR S&P Semiconductor ETF position peaked at $421K in Q1 2024.
305 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.