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

CarsonAllaria 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 Q3	–	Sell	-20	Closed	-$4.95K	–	430
2024 Q2	$4.95K	Sell	20 -20	-50%	-$4.7K	﹤0.01%	293
2024 Q1	$9.28K	Hold	40	–	–	0.01%	255
2023 Q4	$8.99K	Hold	40	–	–	0.01%	221
2023 Q3	$7.84K	Hold	40	–	–	0.01%	229
2023 Q2	$8.85K	Hold	40	–	–	0.01%	229
2023 Q1	$8.35K	Hold	40	–	–	0.01%	227
2022 Q4	$7K	Hold	40	–	–	0.01%	219
2022 Q3	$6K	Hold	40	–	–	0.01%	221
2022 Q2	$6K	Hold	40	–	–	0.01%	223
2022 Q1	$8K	Hold	40	–	–	0.01%	214
2021 Q4	$10K	Buy	+40	New	+$9.1K	0.01%	209

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

CarsonAllaria Wealth Management's XSD Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2024, closing a stake of 20 shares — an estimated $4.95K sold.

CarsonAllaria Wealth Management first reported a position in XSD in Q4 2021 and held it in 11 quarters. The position peaked at $10K in Q4 2021. 205 funds tracked by Wall St. Rank hold XSD as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 20 State Street SPDR S&P Semiconductor ETF shares in Q3 2024, an estimated $4.95K.
CarsonAllaria Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 11 quarters.
CarsonAllaria Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $10K in Q4 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.