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Pinnacle Family Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Pinnacle Family 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
2020
Q3 		– Sell
-5,726
Closed -$641K – 92
2020
Q2 		$641K Buy
+5,726
New +$581K 0.56% 35

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Family Advisors's XSD Position: Q3 2020 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2020, closing a stake of 5,726 shares — an estimated $641K sold.

Pinnacle Family Advisors first reported a position in XSD in Q2 2020 and held it in 1 quarter. The position peaked at $641K in Q2 2020. 92 funds tracked by Wall St. Rank hold XSD as of Q3 2020.

  • Pinnacle Family Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
  • Pinnacle Family Advisors sold 5,726 State Street SPDR S&P Semiconductor ETF shares in Q3 2020, an estimated $641K.
  • Pinnacle Family Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2020 and held it in 1 quarter.
  • Pinnacle Family Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $641K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2020.

Based on Pinnacle Family Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.