Institutional & Family Asset Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Institutional & Family Asset 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	$6.19K	Hold	25	–	–	﹤0.01%	473
2024 Q1	$5.8K	Hold	25	–	–	﹤0.01%	474
2023 Q4	$5.62K	Hold	25	–	–	﹤0.01%	465
2023 Q3	$4.9K	Hold	25	–	–	﹤0.01%	464
2023 Q2	$5.53K	Hold	25	–	–	﹤0.01%	466
2023 Q1	$5.22K	Hold	25	–	–	﹤0.01%	470
2022 Q4	$4.18K	Hold	25	–	–	﹤0.01%	489
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	528
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	539
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	561
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	545
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	683
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	729
2021 Q1	$5K	Buy	+25	New	+$4.62K	﹤0.01%	701

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

Institutional & Family Asset Management's XSD Position: Q2 2024 in Review

Institutional & Family Asset Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2024 at 25 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Institutional & Family Asset Management first reported a position in XSD in Q1 2021 and has held it in 14 quarters since. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Institutional & Family Asset Management held 25 shares of State Street SPDR S&P Semiconductor ETF worth $6.19K as of Q2 2024.
Institutional & Family Asset 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 ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #473 holding.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2021 and has held it in 14 quarters since.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.