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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
-1
Closed -$290 – 754
2024
Q2 		$290 Buy
+1
New +$235 ﹤0.01% 686

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 1 share — 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. 206 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 1 State Street SPDR S&P Semiconductor ETF share 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.
  • 206 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.