AE Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Sell |
285
-37
| -11% | -$9.5K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $64.7K | Buy |
322
+1
| +0.3% | +$201 | ﹤0.01% | 1539 |
|
|
2024
Q4 | $79.8K | Buy |
+321
| New | +$79.8K | ﹤0.01% | 1478 |
|
|
2024
Q1 | – | Sell |
-6,251
| Closed | -$1.35M | – | 2026 |
|
|
2023
Q4 | $1.35M | Sell |
6,251
-844
| -12% | -$183K | 0.01% | 1049 |
|
|
2023
Q3 | $1.39M | Sell |
7,095
-730
| -9% | -$143K | 0.01% | 967 |
|
|
2023
Q2 | $1.73M | Buy |
7,825
+431
| +6% | +$95.4K | 0.01% | 884 |
|
|
2023
Q1 | $1.54M | Sell |
7,394
-176
| -2% | -$36.7K | 0.01% | 884 |
|
|
2022
Q4 | $1.27M | Sell |
7,570
-210
| -3% | -$35.1K | 0.01% | 896 |
|
|
2022
Q3 | $1.18M | Sell |
7,780
-838
| -10% | -$128K | 0.01% | 882 |
|
|
2022
Q2 | $1.31M | Buy |
8,618
+166
| +2% | +$25.2K | 0.01% | 802 |
|
|
2022
Q1 | $1.75M | Buy |
8,452
+2,738
| +48% | +$568K | 0.01% | 737 |
|
|
2021
Q4 | $1.39M | Buy |
5,714
+1,094
| +24% | +$266K | 0.01% | 814 |
|
|
2021
Q3 | $915K | Buy |
4,620
+611
| +15% | +$121K | 0.01% | 894 |
|
|
2021
Q2 | $771K | Buy |
4,009
+2,395
| +148% | +$461K | 0.01% | 935 |
|
|
2021
Q1 | $295K | Sell |
1,614
-2,239
| -58% | -$409K | ﹤0.01% | 1254 |
|
|
2020
Q4 | $658K | Buy |
3,853
+2,032
| +112% | +$347K | 0.01% | 864 |
|
|
2020
Q3 | $229K | Sell |
1,821
-1,103
| -38% | -$139K | ﹤0.01% | 1135 |
|
|
2020
Q2 | $327K | Buy |
+2,924
| New | +$327K | 0.01% | 993 |
|
|
2020
Q1 | – | Sell |
-2,745
| Closed | -$291K | – | 1280 |
|
|
2019
Q4 | $291K | Buy |
2,745
+89
| +3% | +$9.44K | 0.01% | 910 |
|
|
2019
Q3 | $239K | Buy |
+2,656
| New | +$239K | 0.01% | 867 |
|