EP Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
3,335
-363
| -10% | -$93.1K | 0.01% | 603 |
|
|
2025
Q1 | $742K | Sell |
3,698
-238
| -6% | -$47.8K | 0.01% | 572 |
|
|
2024
Q4 | $978K | Buy |
3,936
+376
| +11% | +$93.4K | 0.01% | 505 |
|
|
2024
Q3 | $855K | Buy |
3,560
+746
| +27% | +$179K | 0.01% | 532 |
|
|
2024
Q2 | $696K | Hold |
2,814
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $653K | Hold |
2,814
| – | – | 0.01% | 458 |
|
|
2023
Q4 | $633K | Hold |
2,814
| – | – | 0.01% | 449 |
|
|
2023
Q3 | $552K | Sell |
2,814
-459
| -14% | -$90K | 0.01% | 444 |
|
|
2023
Q2 | $623K | Sell |
3,273
-646,439
| -99% | -$123M | 0.01% | 422 |
|
|
2023
Q1 | $71.2M | Buy |
+649,712
| New | +$71.2M | 1.23% | 13 |
|