LWM Advisory Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,801
Closed -$399K 153
2023
Q2
$399K Buy
+1,801
New +$356K 0.42% 45

Other funds holding XSD

LWM Advisory Services's XSD Position: Q3 2023 in Review

LWM Advisory Services sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2023, closing a stake of 1,801 shares — an estimated $399K sold.

LWM Advisory Services first reported a position in XSD in Q2 2023 and held it in 1 quarter. The position peaked at $399K in Q2 2023. 219 funds tracked by Wall St. Rank hold XSD as of Q3 2023.

  • LWM Advisory Services reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,801 State Street SPDR S&P Semiconductor ETF shares in Q3 2023, an estimated $399K.
  • LWM Advisory Services first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • LWM Advisory Services's State Street SPDR S&P Semiconductor ETF position peaked at $399K in Q2 2023.
  • 219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2023.

Based on LWM Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.