Financial Freedom LLC’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Financial Freedom LLC’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	-1,901	Closed	-$470K	–	372
2024 Q2	$470K	Sell	1,901 -1,970	-51%	-$463K	0.27%	61
2024 Q1	$898K	Sell	3,871 -802	-17%	-$177K	0.53%	37
2023 Q4	$1.05M	Sell	4,673 -264	-5%	-$51.9K	0.67%	33
2023 Q3	$968K	Sell	4,937 -203	-4%	-$42.9K	0.69%	30
2023 Q2	$1.14M	Buy	5,140 +1,166	+29%	+$230K	0.8%	26
2023 Q1	$829K	Buy	3,974 +572	+17%	+$112K	0.6%	32
2022 Q4	$569K	Buy	+3,402	New	+$568K	0.38%	40

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

Financial Freedom LLC's XSD Position: Q3 2024 in Review

Financial Freedom LLC sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2024, closing a stake of 1,901 shares — an estimated $470K sold.

Financial Freedom LLC first reported a position in XSD in Q4 2022 and held it in 7 quarters. The position peaked at $1.14M in Q2 2023. 205 funds tracked by Wall St. Rank hold XSD as of Q3 2024.

Financial Freedom LLC reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Financial Freedom LLC sold 1,901 State Street SPDR S&P Semiconductor ETF shares in Q3 2024, an estimated $470K.
Financial Freedom LLC first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 7 quarters.
Financial Freedom LLC's State Street SPDR S&P Semiconductor ETF position peaked at $1.14M in Q2 2023.
205 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2024.

Based on Financial Freedom LLC's 13F filing for Q3 2024, filed 29 Oct 2024.