Gradient Investments’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Gradient Investments’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	-13	Closed	-$2.92K	–	1868
2023 Q4	$2.92K	Hold	13	–	–	﹤0.01%	1127
2023 Q3	$2.55K	Hold	13	–	–	﹤0.01%	1113
2023 Q2	$2.88K	Hold	13	–	–	﹤0.01%	1077
2023 Q1	$2.71K	Hold	13	–	–	﹤0.01%	1067
2022 Q4	$2.17K	Buy	+13	New	+$2.17K	﹤0.01%	1073
2021 Q1	–	Sell	-483	Closed	-$61K	–	1314
2020 Q4	$61K	Hold	483	–	–	﹤0.01%	377
2020 Q3	$61K	Buy	+483	New	+$58.8K	﹤0.01%	378

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's XSD Position: Q1 2024 in Review

Gradient Investments sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 13 shares — an estimated $2.92K sold.

Gradient Investments first reported a position in XSD in Q3 2020 and held it in 7 quarters. The position peaked at $61K in Q4 2020. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Gradient Investments reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 13 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $2.92K.
Gradient Investments first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2020 and held it in 7 quarters.
Gradient Investments's State Street SPDR S&P Semiconductor ETF position peaked at $61K in Q4 2020.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.