HFS
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Heritage Financial Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-150
Closed -$22K – 516
2022
Q2 		$22K Buy
+150
New +$26.1K 0.01% 239

Other funds holding XSD

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Financial Services's XSD Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2022, closing a stake of 150 shares — an estimated $22K sold.

Heritage Financial Services first reported a position in XSD in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 164 funds tracked by Wall St. Rank hold XSD as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 150 State Street SPDR S&P Semiconductor ETF shares in Q3 2022, an estimated $22K.
  • Heritage Financial Services first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR S&P Semiconductor ETF position peaked at $22K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.