Marks Wealth’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Marks Wealth’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	-244,225	Closed	-$50.7M	–	38
2022 Q1	$50.7M	Buy	244,225 +94,676	+63%	+$19.6M	15.43%	1
2021 Q4	$36.4M	Sell	149,549 -19,920	-12%	-$4.53M	11.36%	2
2021 Q3	$33.5M	Buy	+169,469	New	+$33.1M	10.96%	3

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

Marks Wealth's XSD Position: Q2 2022 in Review

Marks Wealth sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2022, closing a stake of 244,225 shares — an estimated $50.7M sold.

Marks Wealth first reported a position in XSD in Q3 2021 and held it in 3 quarters. The position peaked at $50.7M in Q1 2022. 173 funds tracked by Wall St. Rank hold XSD as of Q2 2022.

Marks Wealth reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Marks Wealth sold 244,225 State Street SPDR S&P Semiconductor ETF shares in Q2 2022, an estimated $50.7M.
Marks Wealth first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2021 and held it in 3 quarters.
Marks Wealth's State Street SPDR S&P Semiconductor ETF position peaked at $50.7M in Q1 2022.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.