Simplicity Solutions’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-3,570	Closed	-$610K	–	1006
2020 Q4	$610K	Buy	+3,570	New	+$530K	0.01%	653
2020 Q3	–	Sell	-2,552	Closed	-$286K	–	961
2020 Q2	$286K	Buy	+2,552	New	+$259K	0.01%	739

Other funds holding XSD

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

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

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

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

Simplicity Solutions's XSD Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2021, closing a stake of 3,570 shares — an estimated $610K sold.

Simplicity Solutions first reported a position in XSD in Q2 2020 and held it in 2 quarters. The position peaked at $610K in Q4 2020. 131 funds tracked by Wall St. Rank hold XSD as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 3,570 State Street SPDR S&P Semiconductor ETF shares in Q1 2021, an estimated $610K.
Simplicity Solutions first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2020 and held it in 2 quarters.
Simplicity Solutions's State Street SPDR S&P Semiconductor ETF position peaked at $610K in Q4 2020.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.