ICA Group Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

ICA Group Wealth Management’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 Q2	$30.9K	Hold	125	–	–	0.02%	296
2024 Q1	$29K	Hold	125	–	–	0.01%	675
2023 Q4	$28.1K	Buy	+125	New	+$24.6K	0.01%	641
2023 Q3	–	Sell	-125	Closed	-$27.7K	–	1264
2023 Q2	$27.7K	Hold	125	–	–	0.01%	623
2023 Q1	$26.1K	Hold	125	–	–	0.01%	618
2022 Q4	$24.5K	Buy	+125	New	+$20.9K	0.01%	653

Other funds holding XSD

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

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

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

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

ICA Group Wealth Management's XSD Position: Q2 2024 in Review

ICA Group Wealth Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2024 at 125 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #296.

ICA Group Wealth Management first reported a position in XSD in Q4 2022 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

ICA Group Wealth Management held 125 shares of State Street SPDR S&P Semiconductor ETF worth $30.9K as of Q2 2024.
ICA Group Wealth Management left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q2 2024.
State Street SPDR S&P Semiconductor ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #296 holding.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and has held it in 6 quarters since.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.