LCGC
XSD icon

Legacy Capital Group California’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Legacy Capital Group California’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
-7,415
Closed -$1.55M – 299
2023
Q1 		$1.55M Buy
+7,415
New +$1.45M 0.76% 25

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Capital Group California's XSD Position: Q2 2023 in Review

Legacy Capital Group California sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2023, closing a stake of 7,415 shares — an estimated $1.55M sold.

Legacy Capital Group California first reported a position in XSD in Q1 2023 and held it in 1 quarter. The position peaked at $1.55M in Q1 2023. 215 funds tracked by Wall St. Rank hold XSD as of Q2 2023.

  • Legacy Capital Group California reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 7,415 State Street SPDR S&P Semiconductor ETF shares in Q2 2023, an estimated $1.55M.
  • Legacy Capital Group California first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's State Street SPDR S&P Semiconductor ETF position peaked at $1.55M in Q1 2023.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.