Accel Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-159	Closed	-$33.2K	–	900
2023 Q1	$33.2K	Hold	159	–	–	0.01%	578
2022 Q4	$26.6K	Hold	159	–	–	0.01%	486
2022 Q3	$26K	Hold	159	–	–	0.01%	495
2022 Q2	$25K	Sell	159 -30	-16%	-$5.21K	0.01%	489
2022 Q1	$38K	Hold	189	–	–	0.02%	421
2021 Q4	$46K	Sell	189 -50	-21%	-$11.4K	0.02%	394
2021 Q3	$47K	Hold	239	–	–	0.03%	336
2021 Q2	$46K	Hold	239	–	–	0.03%	354
2021 Q1	$44K	Hold	239	–	–	0.04%	339
2020 Q4	$41K	Buy	+239	New	+$35.5K	0.04%	335

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accel Wealth Management's XSD Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2023, closing a stake of 159 shares — an estimated $33.2K sold.

Accel Wealth Management first reported a position in XSD in Q4 2020 and held it in 10 quarters. The position peaked at $47K in Q3 2021. 215 funds tracked by Wall St. Rank hold XSD as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 159 State Street SPDR S&P Semiconductor ETF shares in Q2 2023, an estimated $33.2K.
Accel Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $47K in Q3 2021.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.