Atria Wealth Solutions’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Atria Wealth Solutions’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	-21,592	Closed	-$5.01M	–	2081
2024 Q1	$5.01M	Buy	21,592 +807	+4%	+$178K	0.06%	338
2023 Q4	$4.67M	Sell	20,785 -542	-3%	-$107K	0.06%	334
2023 Q3	$4.18M	Buy	21,327 +797	+4%	+$168K	0.06%	334
2023 Q2	$4.54M	Buy	20,530 +16,135	+367%	+$3.19M	0.06%	309
2023 Q1	$917K	Sell	4,395 -1,917	-30%	-$376K	0.01%	833
2022 Q4	$1.06M	Sell	6,312 -6,487	-51%	-$1.08M	0.02%	723
2022 Q3	$1.95M	Buy	12,799 +495	+4%	+$84.3K	0.03%	489
2022 Q2	$1.87M	Buy	12,304 +513	+4%	+$89.1K	0.04%	469
2022 Q1	$2.45M	Buy	+11,791	New	+$2.44M	0.04%	428

Other funds holding XSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's XSD Position: Q2 2024 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2024, closing a stake of 21,592 shares — an estimated $5.01M sold.

Atria Wealth Solutions first reported a position in XSD in Q1 2022 and held it in 9 quarters. The position peaked at $5.01M in Q1 2024. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 21,592 State Street SPDR S&P Semiconductor ETF shares in Q2 2024, an estimated $5.01M.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's State Street SPDR S&P Semiconductor ETF position peaked at $5.01M in Q1 2024.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.