Atlas Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Atlas Financial Advisors’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 Q4	$265K	Buy	1,068 +26	+2%	+$6.37K	0.41%	32
2024 Q3	$250K	Buy	1,042 +8	+0.8%	+$1.89K	0.4%	30
2024 Q2	$256K	Sell	1,034 -29	-3%	-$6.82K	0.42%	28
2024 Q1	$247K	Sell	1,063 -10	-0.9%	-$2.21K	0.38%	30
2023 Q4	$241K	Sell	1,073 -1,057	-50%	-$208K	0.39%	27
2023 Q3	$418K	Buy	2,130 +974	+84%	+$206K	0.33%	25
2023 Q2	$256K	Sell	1,156 -60	-5%	-$11.9K	0.36%	21
2023 Q1	$254K	Buy	1,216 +3	+0.2%	+$588	0.34%	19
2022 Q4	$203K	Buy	+1,213	New	+$203K	0.28%	23

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atlas Financial Advisors's XSD Position: Q4 2024 in Review

Atlas Financial Advisors increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 2.5% in Q4 2024, buying an estimated $6.37K and bringing the position to 1,068 shares worth $265K. The position accounts for 0.41% of the portfolio, ranked #32.

Atlas Financial Advisors first reported a position in XSD in Q4 2022 and has held it in 9 quarters since. The position peaked at $418K in Q3 2023. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

Atlas Financial Advisors held 1,068 shares of State Street SPDR S&P Semiconductor ETF worth $265K as of Q4 2024.
Atlas Financial Advisors bought 26 State Street SPDR S&P Semiconductor ETF shares in Q4 2024, an estimated $6.37K.
State Street SPDR S&P Semiconductor ETF made up 0.41% of Atlas Financial Advisors's portfolio in Q4 2024, its #32 holding.
Atlas Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and has held it in 9 quarters since.
Atlas Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $418K in Q3 2023.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.