Center for Financial Planning’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Center for Financial Planning’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	-212	Closed	-$47.7K	–	619
2023 Q4	$47.7K	Hold	212	–	–	0.01%	225
2023 Q3	$41.6K	Hold	212	–	–	0.01%	228
2023 Q2	$46.9K	Hold	212	–	–	0.01%	237
2023 Q1	$44.2K	Hold	212	–	–	0.01%	229
2022 Q4	$35.5K	Hold	212	–	–	0.01%	249
2022 Q3	$32K	Hold	212	–	–	0.01%	251
2022 Q2	$32K	Hold	212	–	–	0.01%	252
2022 Q1	$44K	Hold	212	–	–	0.01%	241
2021 Q4	$52K	Hold	212	–	–	0.01%	224
2021 Q3	$42K	Hold	212	–	–	0.01%	240
2021 Q2	$41K	Hold	212	–	–	0.01%	240
2021 Q1	$39K	Hold	212	–	–	0.01%	240
2020 Q4	$36K	Buy	+212	New	+$31.5K	0.01%	233

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

Center for Financial Planning's XSD Position: Q1 2024 in Review

Center for Financial Planning sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 212 shares — an estimated $47.7K sold.

Center for Financial Planning first reported a position in XSD in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q4 2021. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Center for Financial Planning reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Center for Financial Planning sold 212 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $47.7K.
Center for Financial Planning first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 13 quarters.
Center for Financial Planning's State Street SPDR S&P Semiconductor ETF position peaked at $52K in Q4 2021.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.