Squar Milner Financial Services’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-2,829	Closed	-$317K	–	206
2020 Q2	$317K	Buy	2,829 +96	+4%	+$9.74K	0.18%	143
2020 Q1	$229K	Sell	2,733 -94	-3%	-$9.28K	0.14%	147
2019 Q4	$299K	Sell	2,827 -2	-0.1%	-$194	0.15%	142
2019 Q3	$356K	Buy	2,829 +2	+0.1%	+$179	0.18%	138
2019 Q2	$239K	Buy	2,827 +1,035	+58%	+$84.6K	0.16%	138
2019 Q1	$140K	Hold	1,792	–	–	0.1%	215
2018 Q4	$116K	Buy	1,792 +70	+4%	+$4.76K	0.11%	206
2018 Q3	$131K	Buy	1,722 +1,555	+931%	+$118K	0.12%	210
2018 Q2	$12K	Buy	+167	New	+$12.1K	0.01%	557

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Squar Milner Financial Services's XSD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2020, closing a stake of 2,829 shares — an estimated $317K sold.

Squar Milner Financial Services first reported a position in XSD in Q2 2018 and held it in 9 quarters. The position peaked at $356K in Q3 2019. 92 funds tracked by Wall St. Rank hold XSD as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,829 State Street SPDR S&P Semiconductor ETF shares in Q3 2020, an estimated $317K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's State Street SPDR S&P Semiconductor ETF position peaked at $356K in Q3 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.