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

Jackson 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
2023
Q3 		– Sell
-20,927
Closed -$4.63M – 161
2023
Q2 		$4.63M Buy
+20,927
New +$4.14M 0.68% 33

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Jackson Wealth Management's XSD Position: Q3 2023 in Review

Jackson Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2023, closing a stake of 20,927 shares — an estimated $4.63M sold.

Jackson Wealth Management first reported a position in XSD in Q2 2023 and held it in 1 quarter. The position peaked at $4.63M in Q2 2023. 219 funds tracked by Wall St. Rank hold XSD as of Q3 2023.

  • Jackson Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 20,927 State Street SPDR S&P Semiconductor ETF shares in Q3 2023, an estimated $4.63M.
  • Jackson Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • Jackson Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $4.63M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.