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

Advisor 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
2019 Q4	$3.35M	Buy	31,602 +7,836	+33%	+$759K	0.02%	570
2019 Q3	$2.13M	Buy	23,766 +16,673	+235%	+$1.5M	0.02%	732
2019 Q2	$598K	Buy	7,093 +3,724	+111%	+$304K	﹤0.01%	1493
2019 Q1	$264K	Sell	3,369 -1,490	-31%	-$111K	﹤0.01%	2044
2018 Q4	$315K	Sell	4,859 -1,245	-20%	-$84.7K	﹤0.01%	1747
2018 Q3	$463K	Buy	6,104 +255	+4%	+$19.4K	﹤0.01%	1528
2018 Q2	$423K	Buy	5,849 +441	+8%	+$32K	0.01%	1440
2018 Q1	$379K	Buy	5,408 +125	+2%	+$9.02K	0.01%	1517
2017 Q4	$369K	Buy	5,283 +322	+6%	+$22.6K	﹤0.01%	1537
2017 Q3	$324K	Buy	4,961 +206	+4%	+$13.1K	0.01%	1483
2017 Q2	$292K	Sell	4,755 -1,129	-19%	-$69.7K	0.01%	1500
2017 Q1	$354K	Sell	5,884 -11,088	-65%	-$657K	0.01%	1282
2016 Q4	$953K	Sell	16,972 -2,218	-12%	-$119K	0.02%	681
2016 Q3	$1.02M	Buy	19,190 +2,385	+14%	+$118K	0.02%	629
2016 Q2	$744K	Buy	+16,805	New	+$736K	0.02%	728

Other funds holding XSD

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Advisor Group's XSD Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 33% in Q4 2019, buying an estimated $759K and bringing the position to 31,602 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #570.

Advisor Group first reported a position in XSD in Q2 2016 and has held it in 15 quarters since. 92 funds tracked by Wall St. Rank hold XSD as of Q4 2019.

Advisor Group held 31,602 shares of State Street SPDR S&P Semiconductor ETF worth $3.35M as of Q4 2019.
Advisor Group bought 7,836 State Street SPDR S&P Semiconductor ETF shares in Q4 2019, an estimated $759K.
State Street SPDR S&P Semiconductor ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #570 holding.
Advisor Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2016 and has held it in 15 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.