Fulcrum Equity Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Fulcrum Equity 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
2023 Q2	–	Sell	-12,526	Closed	-$2.61M	–	120
2023 Q1	$2.61M	Buy	+12,526	New	+$2.45M	2.45%	11
2022 Q2	–	Sell	-2,060	Closed	-$427K	–	125
2022 Q1	$427K	Sell	2,060 -278	-12%	-$57.5K	0.25%	66
2021 Q4	$568K	Buy	+2,338	New	+$532K	0.21%	79
2021 Q2	–	Sell	-10,943	Closed	-$2M	–	239
2021 Q1	$2M	Sell	10,943 -10,509	-49%	-$1.94M	0.79%	45
2020 Q4	$3.66M	Sell	21,452 -757	-3%	-$112K	1.46%	15
2020 Q3	$2.79M	Buy	22,209 +17,292	+352%	+$2.11M	1.3%	15
2020 Q2	$550K	Buy	+4,917	New	+$499K	0.26%	66

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fulcrum Equity Management's XSD Position: Q2 2023 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2023, closing a stake of 12,526 shares — an estimated $2.61M sold.

Fulcrum Equity Management first reported a position in XSD in Q2 2020 and held it in 7 quarters. The position peaked at $3.66M in Q4 2020. 215 funds tracked by Wall St. Rank hold XSD as of Q2 2023.

Fulcrum Equity Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Fulcrum Equity Management sold 12,526 State Street SPDR S&P Semiconductor ETF shares in Q2 2023, an estimated $2.61M.
Fulcrum Equity Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2020 and held it in 7 quarters.
Fulcrum Equity Management's State Street SPDR S&P Semiconductor ETF position peaked at $3.66M in Q4 2020.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.