Sargent Bickham Lagudis’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-66	Closed	-$10K	–	1143
2022 Q2	$10K	Hold	66	–	–	﹤0.01%	703
2022 Q1	$14K	Buy	+66	New	+$13.7K	﹤0.01%	672

Other funds holding XSD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sargent Bickham Lagudis's XSD Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2022, closing a stake of 66 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in XSD in Q1 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 164 funds tracked by Wall St. Rank hold XSD as of Q3 2022.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 66 State Street SPDR S&P Semiconductor ETF shares in Q3 2022, an estimated $10K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2022 and held it in 2 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P Semiconductor ETF position peaked at $14K in Q1 2022.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.