Belpointe Asset Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-426	Closed	-$88.8K	–	3431
2023 Q1	$88.8K	Hold	426	–	–	﹤0.01%	1379
2022 Q4	$71.2K	Buy	+426	New	+$71.2K	﹤0.01%	1428

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Belpointe Asset Management's XSD Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2023, closing a stake of 426 shares — an estimated $88.8K sold.

Belpointe Asset Management first reported a position in XSD in Q4 2022 and held it in 2 quarters. The position peaked at $88.8K in Q1 2023. 215 funds tracked by Wall St. Rank hold XSD as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 426 State Street SPDR S&P Semiconductor ETF shares in Q2 2023, an estimated $88.8K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's State Street SPDR S&P Semiconductor ETF position peaked at $88.8K in Q1 2023.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.