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SpiderRock Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

SpiderRock Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$785K Buy
3,405
+285
+9% +$65.5K 0.01% 520
2024
Q2 		$769K Hold
3,120
– – 0.02% 461
2024
Q1 		$682K Buy
+3,120
New +$649K 0.02% 462

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SpiderRock Advisors's SOXX Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Semiconductor ETF (SOXX) stake by 9.1% in Q3 2024, buying an estimated $65.5K and bringing the position to 3,405 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #520.

SpiderRock Advisors first reported a position in SOXX in Q1 2024 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

  • SpiderRock Advisors held 3,405 shares of iShares Semiconductor ETF worth $785K as of Q3 2024.
  • SpiderRock Advisors bought 285 iShares Semiconductor ETF shares in Q3 2024, an estimated $65.5K.
  • iShares Semiconductor ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #520 holding.
  • SpiderRock Advisors first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.