Retirement Planning Company of New England’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-67	Closed	-$16K	–	915
2021 Q4	$16K	Buy	+67	New	+$15.2K	0.01%	575

Other funds holding XSD

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HIIFS

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FIB

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

RJA

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

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

Retirement Planning Company of New England's XSD Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2022, closing a stake of 67 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in XSD in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 180 funds tracked by Wall St. Rank hold XSD as of Q1 2022.

Retirement Planning Company of New England reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 67 State Street SPDR S&P Semiconductor ETF shares in Q1 2022, an estimated $16K.
Retirement Planning Company of New England first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's State Street SPDR S&P Semiconductor ETF position peaked at $16K in Q4 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.