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

Meridian Wealth Management’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
2024 Q1	–	Sell	-2,702	Closed	-$607K	–	592
2023 Q4	$607K	Hold	2,702	–	–	0.04%	343
2023 Q3	$530K	Hold	2,702	–	–	0.03%	351
2023 Q2	$598K	Hold	2,702	–	–	0.05%	294
2023 Q1	$564K	Sell	2,702 -174	-6%	-$34.1K	0.05%	297
2022 Q4	$481K	Sell	2,876 -2	-0.1%	-$334	0.05%	311
2022 Q3	$438K	Buy	2,878 +69	+2%	+$11.8K	0.05%	300
2022 Q2	$426K	Buy	+2,809	New	+$488K	0.03%	382

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Management's XSD Position: Q1 2024 in Review

Meridian Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 2,702 shares — an estimated $607K sold.

Meridian Wealth Management first reported a position in XSD in Q2 2022 and held it in 7 quarters. The position peaked at $607K in Q4 2023. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Meridian Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 2,702 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $607K.
Meridian Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2022 and held it in 7 quarters.
Meridian Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $607K in Q4 2023.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.