Realta Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Realta Investment 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
2024 Q4	–	Sell	-35	Closed	-$8.66K	–	422
2024 Q3	$8.66K	Sell	35 -207	-86%	-$48.8K	﹤0.01%	302
2024 Q2	$59.9K	Hold	242	–	–	0.01%	517
2024 Q1	$56.1K	Buy	+242	New	+$53.4K	0.01%	546
2023 Q4	–	Sell	-242	Closed	-$53.5K	–	814
2023 Q3	$53.5K	Hold	242	–	–	0.01%	527
2023 Q2	$53.5K	Buy	+242	New	+$47.8K	0.01%	558
2023 Q1	–	Sell	-242	Closed	-$40.4K	–	845
2022 Q4	$40.4K	Hold	242	–	–	0.01%	569
2022 Q3	$37K	Buy	+242	New	+$41.2K	0.01%	559
2019 Q3	–	Sell	-4	Closed	–	–	1815
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1822
2019 Q1	$0	Buy	+4	New	+$297	﹤0.01%	1352

Other funds holding XSD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Realta Investment Advisors's XSD Position: Q4 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2024, closing a stake of 35 shares — an estimated $8.66K sold.

Realta Investment Advisors first reported a position in XSD in Q1 2019 and held it in 9 quarters. The position peaked at $59.9K in Q2 2024. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 35 State Street SPDR S&P Semiconductor ETF shares in Q4 2024, an estimated $8.66K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2019 and held it in 9 quarters.
Realta Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $59.9K in Q2 2024.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.