Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q2	–	Sell	-3	Closed	-$696	–	828
2024 Q1	$696	Hold	3	–	–	﹤0.01%	663
2023 Q4	$674	Sell	3 -1,453	-100%	-$286K	﹤0.01%	681
2023 Q3	$285K	Sell	1,456 -811	-36%	-$171K	0.11%	104
2023 Q2	$502K	Buy	2,267 +611	+37%	+$121K	0.18%	82
2023 Q1	$345K	Sell	1,656 -249	-13%	-$48.8K	0.15%	69
2022 Q4	$319K	Buy	1,905 +139	+8%	+$23.2K	0.18%	65
2022 Q3	$269K	Buy	1,766 +27	+2%	+$4.6K	0.17%	74
2022 Q2	$264K	Buy	1,739 +88	+5%	+$15.3K	0.15%	76
2022 Q1	$347K	Sell	1,651 -18,609	-92%	-$3.85M	0.23%	73
2021 Q4	$4.93M	Buy	+20,260	New	+$4.61M	0.35%	45

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Oliver Lagore Vanvalin Investment Group's XSD Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2024, closing a stake of 3 shares — an estimated $696 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in XSD in Q4 2021 and held it in 10 quarters. The position peaked at $4.93M in Q4 2021. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 3 State Street SPDR S&P Semiconductor ETF shares in Q2 2024, an estimated $696.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 10 quarters.
Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P Semiconductor ETF position peaked at $4.93M in Q4 2021.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.