Financial Advocates Investment Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,289
Closed -$320K 778
2024
Q4
$320K Sell
1,289
-370
-22% -$91.9K 0.02% 580
2024
Q3
$328K Buy
1,659
+105
+7% +$20.8K 0.02% 578
2024
Q2
$385K Sell
1,554
-484
-24% -$120K 0.02% 506
2024
Q1
$395K Sell
2,038
-371
-15% -$71.9K 0.02% 506
2023
Q4
$467K Sell
2,409
-6,065
-72% -$1.17M 0.03% 443
2023
Q3
$1.58M Sell
8,474
-479
-5% -$89.5K 0.11% 194
2023
Q2
$1.98M Buy
8,953
+2,754
+44% +$609K 0.14% 164
2023
Q1
$1.29M Buy
6,199
+1,922
+45% +$401K 0.09% 233
2022
Q4
$715K Sell
4,277
-4,359
-50% -$729K 0.05% 359
2022
Q3
$1.31M Buy
8,636
+88
+1% +$13.4K 0.11% 203
2022
Q2
$1.3M Sell
8,548
-5,540
-39% -$841K 0.11% 220
2022
Q1
$2.92M Sell
14,088
-1,042
-7% -$216K 0.19% 125
2021
Q4
$3.68M Buy
15,130
+5,441
+56% +$1.32M 0.23% 102
2021
Q3
$1.92M Buy
9,689
+241
+3% +$47.7K 0.13% 185
2021
Q2
$1.82M Buy
9,448
+679
+8% +$131K 0.12% 198
2021
Q1
$1.6M Sell
8,769
-12,834
-59% -$2.35M 0.11% 212
2020
Q4
$3.69M Sell
21,603
-987
-4% -$169K 0.25% 89
2020
Q3
$2.84M Buy
22,590
+170
+0.8% +$21.4K 0.24% 84
2020
Q2
$2.51M Sell
22,420
-1,055
-4% -$118K 0.24% 94
2020
Q1
$1.97M Buy
23,475
+15,538
+196% +$1.3M 0.28% 90
2019
Q4
$840K Buy
7,937
+444
+6% +$47K 0.09% 230
2019
Q3
$673K Buy
7,493
+1,137
+18% +$102K 0.08% 240
2019
Q2
$536K Buy
6,356
+2,200
+53% +$186K 0.06% 278
2019
Q1
$326K Buy
4,156
+69
+2% +$5.41K 0.04% 350
2018
Q4
$264K Sell
4,087
-2,611
-39% -$169K 0.04% 366
2018
Q3
$508K Buy
6,698
+696
+12% +$52.8K 0.06% 283
2018
Q2
$438K Buy
6,002
+234
+4% +$17.1K 0.05% 287
2018
Q1
$404K Buy
5,768
+2,294
+66% +$161K 0.05% 294
2017
Q4
$243K Buy
+3,474
New +$243K 0.03% 405