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Atomi Financial Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Atomi Financial Group’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
2023
Q4 		– Sell
-2,074
Closed -$406K – 629
2023
Q3 		$406K Buy
+2,074
New +$438K 0.14% 179

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atomi Financial Group's XSD Position: Q4 2023 in Review

Atomi Financial Group sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2023, closing a stake of 2,074 shares — an estimated $406K sold.

Atomi Financial Group first reported a position in XSD in Q3 2023 and held it in 1 quarter. The position peaked at $406K in Q3 2023. 228 funds tracked by Wall St. Rank hold XSD as of Q4 2023.

  • Atomi Financial Group reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Atomi Financial Group sold 2,074 State Street SPDR S&P Semiconductor ETF shares in Q4 2023, an estimated $406K.
  • Atomi Financial Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Atomi Financial Group's State Street SPDR S&P Semiconductor ETF position peaked at $406K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2023.

Based on Atomi Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.