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

Advisor Resource Council’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
2022 Q3	–	Sell	-1,345	Closed	-$204K	–	525
2022 Q2	$204K	Buy	+1,345	New	+$234K	0.02%	481
2022 Q1	–	Sell	-2,111	Closed	-$513K	–	570
2021 Q4	$513K	Buy	+2,111	New	+$480K	0.04%	327
2021 Q3	–	Sell	-1,998	Closed	-$384K	–	514
2021 Q2	$384K	Buy	+1,998	New	+$359K	0.04%	351

Other funds holding XSD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Resource Council's XSD Position: Q3 2022 in Review

Advisor Resource Council sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2022, closing a stake of 1,345 shares — an estimated $204K sold.

Advisor Resource Council first reported a position in XSD in Q2 2021 and held it in 3 quarters. The position peaked at $513K in Q4 2021. 164 funds tracked by Wall St. Rank hold XSD as of Q3 2022.

Advisor Resource Council reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 1,345 State Street SPDR S&P Semiconductor ETF shares in Q3 2022, an estimated $204K.
Advisor Resource Council first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's State Street SPDR S&P Semiconductor ETF position peaked at $513K in Q4 2021.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.