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

Selective 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
2022 Q3	–	Sell	-150	Closed	-$23K	–	839
2022 Q2	$23K	Hold	150	–	–	0.01%	446
2022 Q1	$31K	Hold	150	–	–	0.01%	389
2021 Q4	$36K	Hold	150	–	–	0.01%	326
2021 Q3	$30K	Buy	150 +50	+50%	+$9.75K	0.02%	324
2021 Q2	$19K	Buy	+100	New	+$18K	0.02%	287

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

Selective Wealth Management's XSD Position: Q3 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2022, closing a stake of 150 shares — an estimated $23K sold.

Selective Wealth Management first reported a position in XSD in Q2 2021 and held it in 5 quarters. The position peaked at $36K in Q4 2021. 164 funds tracked by Wall St. Rank hold XSD as of Q3 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 150 State Street SPDR S&P Semiconductor ETF shares in Q3 2022, an estimated $23K.
Selective Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2021 and held it in 5 quarters.
Selective Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $36K in Q4 2021.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.