Heritage Wealth Management (Arizona)’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$183K	Buy	1,096 +548	+100%	+$91.6K	0.03%	339
2022 Q3	$83K	Sell	548 -7	-1%	-$1.19K	0.03%	346
2022 Q2	$84.2K	Sell	555 -27	-5%	-$4.69K	0.03%	353
2022 Q1	$121K	Buy	+582	New	+$120K	0.03%	343
2021 Q3	$131K	Hold	662	–	–	0.05%	297
2021 Q2	$127K	Hold	662	–	–	0.05%	300
2021 Q1	$121K	Buy	+662	New	+$122K	0.07%	224

Other funds holding XSD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XSD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 100% in Q4 2022, buying an estimated $91.6K and bringing the position to 1,096 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #339.

Heritage Wealth Management (Arizona) first reported a position in XSD in Q1 2021 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold XSD as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,096 shares of State Street SPDR S&P Semiconductor ETF worth $183K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 548 State Street SPDR S&P Semiconductor ETF shares in Q4 2022, an estimated $91.6K.
State Street SPDR S&P Semiconductor ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #339 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2021 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.