GoalVest Advisory’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

GoalVest 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
2023 Q1	–	Sell	-125	Closed	-$20.9K	–	299
2022 Q4	$20.9K	Buy	+125	New	+$20.9K	0.01%	155

Other funds holding XSD

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

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

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

GoalVest Advisory's XSD Position: Q1 2023 in Review

GoalVest Advisory sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2023, closing a stake of 125 shares — an estimated $20.9K sold.

GoalVest Advisory first reported a position in XSD in Q4 2022 and held it in 1 quarter. The position peaked at $20.9K in Q4 2022. 208 funds tracked by Wall St. Rank hold XSD as of Q1 2023.

GoalVest Advisory reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 125 State Street SPDR S&P Semiconductor ETF shares in Q1 2023, an estimated $20.9K.
GoalVest Advisory first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 1 quarter.
GoalVest Advisory's State Street SPDR S&P Semiconductor ETF position peaked at $20.9K in Q4 2022.
208 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.