Calton & Associates’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-90	Closed	-$6K	–	1300
2017 Q4	$6K	Buy	+90	New	+$6.3K	﹤0.01%	1218

Other funds holding XSD

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

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Calton & Associates's XSD Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2018, closing a stake of 90 shares — an estimated $6K sold.

Calton & Associates first reported a position in XSD in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 63 funds tracked by Wall St. Rank hold XSD as of Q1 2018.

Calton & Associates reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 90 State Street SPDR S&P Semiconductor ETF shares in Q1 2018, an estimated $6K.
Calton & Associates first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's State Street SPDR S&P Semiconductor ETF position peaked at $6K in Q4 2017.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.