Focus Financial Network’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Focus Financial Network’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	-4,679	Closed	-$1.05M	–	766
2023 Q4	$1.05M	Buy	+4,679	New	+$920K	0.04%	308
2022 Q1	–	Sell	-5,656	Closed	-$1.38M	–	614
2021 Q4	$1.38M	Buy	5,656 +775	+16%	+$176K	0.2%	110
2021 Q3	$966K	Hold	4,881	–	–	0.13%	156
2021 Q2	$939K	Buy	4,881 +54	+1%	+$9.7K	0.12%	165
2021 Q1	$882K	Buy	+4,827	New	+$891K	0.1%	171

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

Focus Financial Network's XSD Position: Q1 2024 in Review

Focus Financial Network sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 4,679 shares — an estimated $1.05M sold.

Focus Financial Network first reported a position in XSD in Q1 2021 and held it in 5 quarters. The position peaked at $1.38M in Q4 2021. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Focus Financial Network reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 4,679 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $1.05M.
Focus Financial Network first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2021 and held it in 5 quarters.
Focus Financial Network's State Street SPDR S&P Semiconductor ETF position peaked at $1.38M in Q4 2021.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.