IBEX Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-300	Closed	-$59K	–	435
2021 Q3	$59K	Buy	+300	New	+$58.5K	0.01%	259

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

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IBEX Wealth Advisors's XSD Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2021, closing a stake of 300 shares — an estimated $59K sold.

IBEX Wealth Advisors first reported a position in XSD in Q3 2021 and held it in 1 quarter. The position peaked at $59K in Q3 2021. 188 funds tracked by Wall St. Rank hold XSD as of Q4 2021.

IBEX Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 300 State Street SPDR S&P Semiconductor ETF shares in Q4 2021, an estimated $59K.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $59K in Q3 2021.
188 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.