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

Financial Advocates Investment 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
2025
Q1 		– Sell
-1,289
Closed -$320K – 804
2024
Q4 		$320K Sell
1,289
-370
-22% -$90.7K 0.02% 581
2024
Q3 		$328K Buy
1,659
+105
+7% +$24.8K 0.02% 580
2024
Q2 		$385K Sell
1,554
-484
-24% -$114K 0.02% 508
2024
Q1 		$395K Sell
2,038
-371
-15% -$81.9K 0.02% 509
2023
Q4 		$467K Sell
2,409
-6,065
-72% -$1.19M 0.03% 443
2023
Q3 		$1.58M Sell
8,474
-479
-5% -$101K 0.11% 195
2023
Q2 		$1.98M Buy
8,953
+2,754
+44% +$544K 0.14% 165
2023
Q1 		$1.29M Buy
6,199
+1,922
+45% +$377K 0.09% 238
2022
Q4 		$715K Sell
4,277
-4,359
-50% -$728K 0.05% 364
2022
Q3 		$1.31M Buy
8,636
+88
+1% +$15K 0.11% 206
2022
Q2 		$1.3M Sell
8,548
-5,540
-39% -$962K 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% +$1.24M 0.23% 107
2021
Q3 		$1.92M Buy
9,689
+241
+3% +$47K 0.13% 186
2021
Q2 		$1.82M Buy
9,448
+679
+8% +$122K 0.12% 205
2021
Q1 		$1.6M Sell
8,769
-12,834
-59% -$2.37M 0.11% 219
2020
Q4 		$3.69M Sell
21,603
-987
-4% -$147K 0.25% 90
2020
Q3 		$2.84M Buy
22,590
+170
+0.8% +$20.7K 0.24% 87
2020
Q2 		$2.51M Sell
22,420
-1,055
-4% -$107K 0.24% 100
2020
Q1 		$1.97M Buy
23,475
+15,538
+196% +$1.53M 0.28% 91
2019
Q4 		$840K Buy
7,937
+444
+6% +$43K 0.09% 232
2019
Q3 		$673K Buy
7,493
+1,137
+18% +$102K 0.08% 241
2019
Q2 		$536K Buy
6,356
+2,200
+53% +$180K 0.06% 281
2019
Q1 		$326K Buy
4,156
+69
+2% +$5.12K 0.04% 351
2018
Q4 		$264K Sell
4,087
-2,611
-39% -$178K 0.04% 366
2018
Q3 		$508K Buy
6,698
+696
+12% +$52.8K 0.06% 283
2018
Q2 		$438K Buy
6,002
+234
+4% +$17K 0.05% 287
2018
Q1 		$404K Buy
5,768
+2,294
+66% +$166K 0.05% 294
2017
Q4 		$243K Buy
+3,474
New +$243K 0.03% 406

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's XSD Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 1,289 shares — an estimated $320K sold.

Financial Advocates Investment Management first reported a position in XSD in Q4 2017 and held it in 29 quarters. The position peaked at $3.69M in Q4 2020. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,289 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $320K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P Semiconductor ETF position peaked at $3.69M in Q4 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.