Blue Bell Private Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Blue Bell Private 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	-30	Closed	-$6.74K	–	753
2023 Q4	$6.74K	Hold	30	–	–	﹤0.01%	536
2023 Q3	$5.88K	Hold	30	–	–	﹤0.01%	485
2023 Q2	$6.64K	Hold	30	–	–	﹤0.01%	467
2023 Q1	$6.26K	Sell	30 -4	-12%	-$784	﹤0.01%	434
2022 Q4	$5.69K	Hold	34	–	–	﹤0.01%	446
2022 Q3	$5K	Hold	34	–	–	﹤0.01%	483
2022 Q2	$5K	Hold	34	–	–	﹤0.01%	527
2022 Q1	$7K	Hold	34	–	–	﹤0.01%	502
2021 Q4	$8K	Buy	+34	New	+$7.74K	﹤0.01%	454

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

Blue Bell Private Wealth Management's XSD Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 30 shares — an estimated $6.74K sold.

Blue Bell Private Wealth Management first reported a position in XSD in Q4 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 30 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $6.74K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 9 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $8K in Q4 2021.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.