Peterson Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Peterson Wealth Management’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 Q3	–	Sell	-1,161	Closed	-$223K	–	62
2021 Q2	$223K	Buy	+1,161	New	+$209K	0.17%	60

Other funds holding XSD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Peterson Wealth Management's XSD Position: Q3 2021 in Review

Peterson Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2021, closing a stake of 1,161 shares — an estimated $223K sold.

Peterson Wealth Management first reported a position in XSD in Q2 2021 and held it in 1 quarter. The position peaked at $223K in Q2 2021. 147 funds tracked by Wall St. Rank hold XSD as of Q3 2021.

Peterson Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2021 after selling out during the quarter.
Peterson Wealth Management sold 1,161 State Street SPDR S&P Semiconductor ETF shares in Q3 2021, an estimated $223K.
Peterson Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2021 and held it in 1 quarter.
Peterson Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $223K in Q2 2021.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2021.

Based on Peterson Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.