B. Riley Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

B. Riley Wealth 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	$355K	Sell	1,427 -1,167	-45%	-$286K	0.01%	808
2024 Q3	$616K	Sell	2,594 -425	-14%	-$100K	0.02%	672
2024 Q2	$747K	Buy	3,019 +207	+7%	+$48.7K	0.02%	646
2024 Q1	$551K	Buy	2,812 +458	+19%	+$101K	0.01%	747
2023 Q4	$529K	Sell	2,354 -458	-16%	-$90K	0.01%	778
2023 Q3	$551K	Hold	2,812	–	–	0.01%	747
2023 Q2	$622K	Sell	2,812 -433	-13%	-$85.6K	0.01%	759
2023 Q1	$677K	Buy	3,245 +442	+16%	+$86.6K	0.02%	693
2022 Q4	$469K	Buy	2,803 +479	+21%	+$80K	0.01%	814
2022 Q3	$354K	Buy	2,324 +806	+53%	+$137K	0.01%	922
2022 Q2	$231K	Sell	1,518 -1,513	-50%	-$263K	0.01%	985
2022 Q1	$629K	Buy	3,031 +1,715	+130%	+$355K	0.02%	636
2021 Q4	$320K	Buy	1,316 +235	+22%	+$53.5K	0.01%	1032
2021 Q3	$215K	Hold	1,081	–	–	0.01%	1208
2021 Q2	$208K	Buy	+1,081	New	+$194K	0.01%	1203

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

B. Riley Wealth Advisors's XSD Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 45% in Q4 2024, selling an estimated $286K and leaving 1,427 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #808.

B. Riley Wealth Advisors first reported a position in XSD in Q2 2021 and has held it in 15 quarters since. The position peaked at $747K in Q2 2024. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

B. Riley Wealth Advisors held 1,427 shares of State Street SPDR S&P Semiconductor ETF worth $355K as of Q4 2024.
B. Riley Wealth Advisors sold 1,167 State Street SPDR S&P Semiconductor ETF shares in Q4 2024, an estimated $286K.
State Street SPDR S&P Semiconductor ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #808 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2021 and has held it in 15 quarters since.
B. Riley Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $747K in Q2 2024.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.