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

Freedom 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
2020
Q1 		– Sell
-3,394
Closed -$359K – 725
2019
Q4 		$359K Buy
+3,394
New +$329K 0.03% 437

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RJFSA
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Bank of America
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Citigroup
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RJA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's XSD Position: Q1 2020 in Review

Freedom Investment Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2020, closing a stake of 3,394 shares — an estimated $359K sold.

Freedom Investment Management first reported a position in XSD in Q4 2019 and held it in 1 quarter. The position peaked at $359K in Q4 2019. 83 funds tracked by Wall St. Rank hold XSD as of Q1 2020.

  • Freedom Investment Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 3,394 State Street SPDR S&P Semiconductor ETF shares in Q1 2020, an estimated $359K.
  • Freedom Investment Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and held it in 1 quarter.
  • Freedom Investment Management's State Street SPDR S&P Semiconductor ETF position peaked at $359K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.