Baker Tilly Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Baker Tilly Wealth Management’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 Q1	–	Sell	-1,582	Closed	-$356K	–	479
2023 Q4	$356K	Hold	1,582	–	–	0.06%	360
2023 Q3	$310K	Hold	1,582	–	–	0.05%	360
2023 Q2	$350K	Hold	1,582	–	–	0.04%	430
2023 Q1	$330K	Hold	1,582	–	–	0.04%	433
2022 Q4	$265K	Sell	1,582 -212	-12%	-$35.4K	0.03%	457
2022 Q3	$273K	Hold	1,794	–	–	0.04%	430
2022 Q2	$272K	Hold	1,794	–	–	0.04%	427
2022 Q1	$372K	Sell	1,794 -1,035	-37%	-$214K	0.04%	402
2021 Q4	$688K	Hold	2,829	–	–	0.07%	290
2021 Q3	$560K	Hold	2,829	–	–	0.07%	289
2021 Q2	$544K	Hold	2,829	–	–	0.09%	260
2021 Q1	$517K	Hold	2,829	–	–	0.11%	234
2020 Q4	$483K	Buy	+2,829	New	+$420K	0.15%	153

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baker Tilly Wealth Management's XSD Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 1,582 shares — an estimated $356K sold.

Baker Tilly Wealth Management first reported a position in XSD in Q4 2020 and held it in 13 quarters. The position peaked at $688K in Q4 2021. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Baker Tilly Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,582 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $356K.
Baker Tilly Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 13 quarters.
Baker Tilly Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $688K in Q4 2021.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.