Annapolis Financial Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Annapolis Financial Services’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
2024 Q3	$314K	Hold	1,306	–	–	0.09%	80
2024 Q2	$323K	Hold	1,306	–	–	0.1%	75
2024 Q1	$303K	Sell	1,306 -26	-2%	-$5.74K	0.1%	79
2023 Q4	$299K	Buy	1,332 +690	+107%	+$136K	0.08%	105
2023 Q3	$126K	Buy	+642	New	+$136K	0.04%	131

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Annapolis Financial Services's XSD Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q3 2024 at 1,306 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #80.

Annapolis Financial Services first reported a position in XSD in Q3 2023 and has held it in 5 quarters since. The position peaked at $323K in Q2 2024. 205 funds tracked by Wall St. Rank hold XSD as of Q3 2024.

Annapolis Financial Services held 1,306 shares of State Street SPDR S&P Semiconductor ETF worth $314K as of Q3 2024.
Annapolis Financial Services left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q3 2024.
State Street SPDR S&P Semiconductor ETF made up 0.09% of Annapolis Financial Services's portfolio in Q3 2024, its #80 holding.
Annapolis Financial Services first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2023 and has held it in 5 quarters since.
Annapolis Financial Services's State Street SPDR S&P Semiconductor ETF position peaked at $323K in Q2 2024.
205 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.