JP Morgan Private Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

JP Morgan Private Wealth Advisors’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 Q2	–	Sell	-5,835	Closed	-$1.22M	–	1932
2023 Q1	$1.22M	Buy	5,835 +2,584	+79%	+$506K	﹤0.01%	1080
2022 Q4	$544K	Buy	3,251 +1,344	+70%	+$225K	﹤0.01%	1439
2022 Q3	$290K	Buy	+1,907	New	+$325K	﹤0.01%	1660

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XSD Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2023, closing a stake of 5,835 shares — an estimated $1.22M sold.

JP Morgan Private Wealth Advisors first reported a position in XSD in Q3 2022 and held it in 3 quarters. The position peaked at $1.22M in Q1 2023. 215 funds tracked by Wall St. Rank hold XSD as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,835 State Street SPDR S&P Semiconductor ETF shares in Q2 2023, an estimated $1.22M.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $1.22M in Q1 2023.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.