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Strategic Financial Concepts’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-67,318
Closed -$290 – 754
2024
Q2 		$290 Buy
+67,318
New +$15.8M ﹤0.01% 686

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Concepts's XSD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2024, closing a stake of 67,318 shares — an estimated $290 sold.

Strategic Financial Concepts first reported a position in XSD in Q2 2024 and held it in 1 quarter. The position peaked at $290 in Q2 2024. 205 funds tracked by Wall St. Rank hold XSD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 67,318 State Street SPDR S&P Semiconductor ETF shares in Q3 2024, an estimated $290.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street SPDR S&P Semiconductor ETF position peaked at $290 in Q2 2024.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.