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

Blue Chip 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
2020 Q3	$477K	Buy	3,796 +2	+0.1%	+$244	0.38%	60
2020 Q2	$425K	Buy	3,794 +4	+0.1%	+$406	0.4%	61
2020 Q1	$318K	Sell	3,790 -147	-4%	-$14.5K	0.4%	61
2019 Q4	$417K	Buy	3,937 +5	+0.1%	+$484	0.39%	61
2019 Q3	$353K	Buy	3,932 +139	+4%	+$12.5K	0.37%	65
2019 Q2	$320K	Buy	3,793 +6	+0.2%	+$490	0.34%	67
2019 Q1	$297K	Buy	3,787 +454	+14%	+$33.7K	0.34%	70
2018 Q4	$216K	Sell	3,333 -397	-11%	-$27K	0.28%	80
2018 Q3	$283K	Buy	3,730 +110	+3%	+$8.35K	0.29%	83
2018 Q2	$262K	Buy	3,620 +8	+0.2%	+$581	0.28%	85
2018 Q1	$253K	Buy	+3,612	New	+$261K	0.26%	88

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Blue Chip Wealth Management's XSD Position: Q3 2020 in Review

Blue Chip Wealth Management increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.05% in Q3 2020, buying an estimated $244 and bringing the position to 3,796 shares worth $477K. The position accounts for 0.38% of the portfolio, ranked #60.

Blue Chip Wealth Management first reported a position in XSD in Q1 2018 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold XSD as of Q3 2020.

Blue Chip Wealth Management held 3,796 shares of State Street SPDR S&P Semiconductor ETF worth $477K as of Q3 2020.
Blue Chip Wealth Management bought 2 State Street SPDR S&P Semiconductor ETF shares in Q3 2020, an estimated $244.
State Street SPDR S&P Semiconductor ETF made up 0.38% of Blue Chip Wealth Management's portfolio in Q3 2020, its #60 holding.
Blue Chip Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2018 and has held it in 11 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.