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Northwest Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-95
Closed -$22.7K – 559
2024
Q3 		$22.7K Buy
+95
New +$22.4K 0.02% 306
2024
Q1 		– Sell
-94
Closed -$21.2K – 550
2023
Q4 		$21.2K Buy
+94
New +$18.5K 0.02% 293

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northwest Financial Advisors's XSD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2024, closing a stake of 95 shares — an estimated $22.7K sold.

Northwest Financial Advisors first reported a position in XSD in Q4 2023 and held it in 2 quarters. The position peaked at $22.7K in Q3 2024. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 95 State Street SPDR S&P Semiconductor ETF shares in Q4 2024, an estimated $22.7K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $22.7K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.