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

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-542	Closed	-$82K	–	1979
2022 Q2	$82K	Buy	542 +96	+22%	+$16.7K	0.02%	597
2022 Q1	$93K	Buy	446 +445	+44,500%	+$92.1K	0.02%	608
2021 Q4	$0	Sell	1 -499	-100%	-$114K	﹤0.01%	2276
2021 Q3	$99K	Hold	500	–	–	0.02%	659
2021 Q2	$96K	Buy	500 +300	+150%	+$53.9K	0.02%	640
2021 Q1	$37K	Hold	200	–	–	0.01%	880
2020 Q4	$34K	Buy	+200	New	+$29.7K	0.01%	816

Other funds holding XSD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XSD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2022, closing a stake of 542 shares — an estimated $82K sold.

Patriot Financial Group Insurance Agency first reported a position in XSD in Q4 2020 and held it in 7 quarters. The position peaked at $99K in Q3 2021. 164 funds tracked by Wall St. Rank hold XSD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 542 State Street SPDR S&P Semiconductor ETF shares in Q3 2022, an estimated $82K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Semiconductor ETF position peaked at $99K in Q3 2021.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.