SWA
SOA Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
1,771
+2
| +0.1% | +$513 | 0.09% | 127 |
|
|
2025
Q1 | $355K | Buy |
1,769
+1
| +0.1% | +$201 | 0.07% | 130 |
|
|
2024
Q4 | $439K | Buy |
1,768
+1
| +0.1% | +$248 | 0.08% | 123 |
|
|
2024
Q3 | $424K | Buy |
1,767
+1
| +0.1% | +$240 | 0.08% | 123 |
|
|
2024
Q2 | $437K | Buy |
1,766
+1
| +0.1% | +$247 | 0.09% | 118 |
|
|
2024
Q1 | $410K | Buy |
1,765
+1
| +0.1% | +$232 | 0.08% | 121 |
|
|
2023
Q4 | $397K | Buy |
1,764
+1
| +0.1% | +$225 | 0.09% | 116 |
|
|
2023
Q3 | $345K | Buy |
1,763
+2
| +0.1% | +$392 | 0.09% | 121 |
|
|
2023
Q2 | $390K | Buy |
1,761
+1
| +0.1% | +$221 | 0.09% | 113 |
|
|
2023
Q1 | $367K | Buy |
1,760
+86
| +5% | +$17.9K | 0.09% | 111 |
|
|
2022
Q4 | $280K | Sell |
1,674
-84
| -5% | -$14.1K | 0.08% | 124 |
|
|
2022
Q3 | $267K | Buy |
1,758
+397
| +29% | +$60.3K | 0.08% | 122 |
|
|
2022
Q2 | $206K | Buy |
1,361
+255
| +23% | +$38.6K | 0.06% | 140 |
|
|
2022
Q1 | $229K | Buy |
+1,106
| New | +$229K | 0.06% | 149 |
|