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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return