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FSM Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

FSM Wealth Advisors’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
-1,659
Closed -$373K – 174
2023
Q4 		$373K Buy
1,659
+126
+8% +$24.8K 0.16% 99
2023
Q3 		$301K Buy
+1,533
New +$324K 0.15% 109

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSM Wealth Advisors's XSD Position: Q1 2024 in Review

FSM Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 1,659 shares — an estimated $373K sold.

FSM Wealth Advisors first reported a position in XSD in Q3 2023 and held it in 2 quarters. The position peaked at $373K in Q4 2023. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

  • FSM Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,659 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $373K.
  • FSM Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $373K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on FSM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.