Paul John Balson’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Paul John Balson’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
2020 Q4	$534K	Buy	3,128 +548	+21%	+$81.4K	0.11%	52
2020 Q3	$324K	Buy	2,580 +2	+0.1%	+$244	0.08%	62
2020 Q2	$288K	Buy	2,578 +3	+0.1%	+$304	0.11%	59
2020 Q1	$216K	Buy	+2,575	New	+$254K	0.12%	61

Other funds holding XSD

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Paul John Balson's XSD Position: Q4 2020 in Review

Paul John Balson increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 21% in Q4 2020, buying an estimated $81.4K and bringing the position to 3,128 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #52.

Paul John Balson first reported a position in XSD in Q1 2020 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold XSD as of Q4 2020.

Paul John Balson held 3,128 shares of State Street SPDR S&P Semiconductor ETF worth $534K as of Q4 2020.
Paul John Balson bought 548 State Street SPDR S&P Semiconductor ETF shares in Q4 2020, an estimated $81.4K.
State Street SPDR S&P Semiconductor ETF made up 0.11% of Paul John Balson's portfolio in Q4 2020, its #52 holding.
Paul John Balson first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2020 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.