Next Financial Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Next Financial Group’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
2021 Q4	$35K	Buy	146 +75	+106%	+$17.1K	﹤0.01%	1647
2021 Q3	$14K	Sell	71 -6	-8%	-$1.17K	﹤0.01%	1932
2021 Q2	$15K	Buy	77 +48	+166%	+$8.63K	﹤0.01%	1860
2021 Q1	$5K	Buy	+29	New	+$5.35K	﹤0.01%	2126
2020 Q1	–	Sell	-1,287	Closed	-$136K	–	2441
2019 Q4	$136K	Buy	1,287 +1,004	+355%	+$97.2K	0.01%	841
2019 Q3	$25K	Hold	283	–	–	﹤0.01%	1359
2019 Q2	$24K	Hold	283	–	–	﹤0.01%	1404
2019 Q1	$22K	Hold	283	–	–	0.01%	941
2018 Q4	$18K	Hold	283	–	–	﹤0.01%	1146
2018 Q3	$21K	Buy	+283	New	+$21.5K	0.01%	780
2017 Q4	–	Sell	-283	Closed	-$19K	–	1450
2017 Q3	$19K	Hold	283	–	–	0.01%	998
2017 Q2	$17K	Buy	+283	New	+$17.5K	﹤0.01%	1148
2016 Q3	–	Sell	-50	Closed	-$2K	–	2444
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	1617
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	1573
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	1627
2015 Q3	$1K	Hold	50	–	–	﹤0.01%	1764
2015 Q2	$2K	Buy	+50	New	+$2.22K	﹤0.01%	1706

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

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Next Financial Group's XSD Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 106% in Q4 2021, buying an estimated $17.1K and bringing the position to 146 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Next Financial Group first reported a position in XSD in Q2 2015 and has held it in 17 quarters since. The position peaked at $136K in Q4 2019. 188 funds tracked by Wall St. Rank hold XSD as of Q4 2021.

Next Financial Group held 146 shares of State Street SPDR S&P Semiconductor ETF worth $35K as of Q4 2021.
Next Financial Group bought 75 State Street SPDR S&P Semiconductor ETF shares in Q4 2021, an estimated $17.1K.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1647 holding.
Next Financial Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2015 and has held it in 17 quarters since.
Next Financial Group's State Street SPDR S&P Semiconductor ETF position peaked at $136K in Q4 2019.
188 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.