Jackson Grant Investment Advisers’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Jackson Grant Investment Advisers’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
2025 Q1	–	Sell	-86	Closed	-$21.4K	–	398
2024 Q4	$21.4K	Hold	86	–	–	0.01%	224
2024 Q3	$20.7K	Hold	86	–	–	0.01%	230
2024 Q2	$21.3K	Hold	86	–	–	0.01%	227
2024 Q1	$20K	Buy	+86	New	+$19K	0.01%	223

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jackson Grant Investment Advisers's XSD Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 86 shares — an estimated $21.4K sold.

Jackson Grant Investment Advisers first reported a position in XSD in Q1 2024 and held it in 4 quarters. The position peaked at $21.4K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 86 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $21.4K.
Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2024 and held it in 4 quarters.
Jackson Grant Investment Advisers's State Street SPDR S&P Semiconductor ETF position peaked at $21.4K in Q4 2024.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.