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Global Wealth Management Investment Advisory’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-200
Closed -$34K – 531
2020
Q4 		$34K Buy
+200
New +$29.7K 0.01% 204

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's XSD Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2021, closing a stake of 200 shares — an estimated $34K sold.

Global Wealth Management Investment Advisory first reported a position in XSD in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 131 funds tracked by Wall St. Rank hold XSD as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 State Street SPDR S&P Semiconductor ETF shares in Q1 2021, an estimated $34K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P Semiconductor ETF position peaked at $34K in Q4 2020.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.