Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$812K	Buy	+3,894	New	+$763K	0.31%	71

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 $1.92B AUM 19.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XSD Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2023: 3,894 shares worth $812K. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

208 funds tracked by Wall St. Rank hold XSD as of Q1 2023.

Householder Group Estate & Retirement Specialist held 3,894 shares of State Street SPDR S&P Semiconductor ETF worth $812K as of Q1 2023.
State Street SPDR S&P Semiconductor ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
State Street SPDR S&P Semiconductor ETF made up 0.31% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #71 holding.
208 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.