Joseph P. Lucia & Associates’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-200	Closed	-$41K	–	515
2022 Q1	$41K	Buy	+200	New	+$41.4K	0.02%	205
2021 Q4	–	Sell	-200	Closed	-$40K	–	567
2021 Q3	$40K	Hold	200	–	–	0.02%	238
2021 Q2	$38K	Hold	200	–	–	0.02%	243
2021 Q1	$37K	Hold	200	–	–	0.02%	229
2020 Q4	$34K	Buy	+200	New	+$29.7K	0.02%	216
2020 Q3	–	Sell	-200	Closed	-$22K	–	468
2020 Q2	$22K	Hold	200	–	–	0.02%	237
2020 Q1	$17K	Hold	200	–	–	0.02%	239
2019 Q4	$21K	Buy	+200	New	+$19.4K	0.02%	241

Other funds holding XSD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Joseph P. Lucia & Associates's XSD Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2022, closing a stake of 200 shares — an estimated $41K sold.

Joseph P. Lucia & Associates first reported a position in XSD in Q4 2019 and held it in 8 quarters. The position peaked at $41K in Q1 2022. 173 funds tracked by Wall St. Rank hold XSD as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 State Street SPDR S&P Semiconductor ETF shares in Q2 2022, an estimated $41K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and held it in 8 quarters.
Joseph P. Lucia & Associates's State Street SPDR S&P Semiconductor ETF position peaked at $41K in Q1 2022.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.