Archford Capital Strategies’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-2,169	Closed	-$503K	–	279
2024 Q1	$503K	Sell	2,169 -5	-0.2%	-$1.1K	0.08%	178
2023 Q4	$489K	Buy	2,174 +1,033	+91%	+$203K	0.09%	171
2023 Q3	$224K	Sell	1,141 -10	-0.9%	-$2.11K	0.04%	254
2023 Q2	$255K	Sell	1,151 -55	-5%	-$10.9K	0.05%	252
2023 Q1	$237K	Buy	1,206 +2	+0.2%	+$392	0.05%	256
2022 Q4	$201K	Buy	+1,204	New	+$201K	0.05%	262

Other funds holding XSD

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Archford Capital Strategies's XSD Position: Q2 2024 in Review

Archford Capital Strategies sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2024, closing a stake of 2,169 shares — an estimated $503K sold.

Archford Capital Strategies first reported a position in XSD in Q4 2022 and held it in 6 quarters. The position peaked at $503K in Q1 2024. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Archford Capital Strategies reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Archford Capital Strategies sold 2,169 State Street SPDR S&P Semiconductor ETF shares in Q2 2024, an estimated $503K.
Archford Capital Strategies first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 6 quarters.
Archford Capital Strategies's State Street SPDR S&P Semiconductor ETF position peaked at $503K in Q1 2024.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Archford Capital Strategies's 13F filing for Q2 2024, filed 17 Jul 2024.