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KMS Financial Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

KMS Financial Services’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
2014
Q3 		$533K Buy
14,518
+90
+0.6% +$3.34K 0.07% 247
2014
Q2 		$542K Buy
+14,428
New +$504K 0.08% 250

Other funds holding XSD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

KMS Financial Services's XSD Position: Q3 2014 in Review

KMS Financial Services increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.62% in Q3 2014, buying an estimated $3.34K and bringing the position to 14,518 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #247.

KMS Financial Services first reported a position in XSD in Q2 2014 and has held it in 2 quarters since. The position peaked at $542K in Q2 2014. 41 funds tracked by Wall St. Rank hold XSD as of Q3 2014.

  • KMS Financial Services held 14,518 shares of State Street SPDR S&P Semiconductor ETF worth $533K as of Q3 2014.
  • KMS Financial Services bought 90 State Street SPDR S&P Semiconductor ETF shares in Q3 2014, an estimated $3.34K.
  • State Street SPDR S&P Semiconductor ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #247 holding.
  • KMS Financial Services first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's State Street SPDR S&P Semiconductor ETF position peaked at $542K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.