Friday's ETF Movers: XSD, BUG
Published . Updated .
In trading on Friday, the State Street SPDR S&P Semiconductor ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of Maxlinear, up about 11.9% and shares of Ambarella, up about 6.4% on the day. And un
Directly affected
- STT State Street
Named in this report.
- MXL Maxlinear
Named in this report.
- AMBA Ambarella
Named in this report.
- XSD SPDR S&P SEMICONDUCTOR
The reported development directly names SPDR S&P SEMICONDUCTOR in the summary; GA resolved that company to XSD.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
In trading on Friday, the State Street SPDR S&P Semiconductor ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of Maxlinear, up about 11.9% and shares of Ambarella…
Source: Nasdaq Markets
How far Spdr S&P Semiconductor (XSD) has moved since 25 Sep 2026
Since the first closing price after “Friday's ETF Movers: XSD, BUG,” Spdr S&P Semiconductor (XSD) is -10.59%. The S&P 500 fund (SPY) is +0.15% over the same days, a -10.73% difference versus the market.
Official trades in Spdr S&P Semiconductor (XSD) around 25 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 3 days after publication, inside 30 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 2 days before publication, inside 30 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 44 days before publication, inside 60 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 60 days before publication, inside 60 days. The filing is listed beside the story “Friday's ETF Movers: XSD, BUG.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Spdr S&P Semiconductor (XSD)
Companies tied to this story
- XSD Spdr S&P Semiconductor
For “Friday's ETF Movers: XSD, BUG,” Spdr S&P Semiconductor (XSD) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names SPDR S&P SEMICONDUCTOR in the summary; GA resolved that company to XSD
- AOSL Alpha & Omega Semiconductor
For “Friday's ETF Movers: XSD, BUG,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Friday's ETF Movers: XSD, BUG,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday's ETF Movers: XSD, BUG.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday's ETF Movers: XSD, BUG.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Friday's ETF Movers: XSD, BUG.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “Friday's ETF Movers: XSD, BUG,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Friday's ETF Movers: XSD, BUG” reaches Spdr S&P Semiconductor (XSD)
“Friday's ETF Movers: XSD, BUG” (25 Sep 2026) reaches Spdr S&P Semiconductor (XSD) through this story.
For Spdr S&P Semiconductor (XSD), the reason on file says The reported development directly names SPDR S&P SEMICONDUCTOR in the summary; GA resolved that company to XSD
Alpha & Omega Semiconductor (AOSL) is here too. Its reason reads: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Spdr S&P Semiconductor (XSD) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. XSD traded between 461.47 and 560.62 across 17 sessions. The latest close on file is 471.77.
How strong the case is around Spdr S&P Semiconductor (XSD)
46 out of 100
“Friday's ETF Movers: XSD, BUG” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.