Strategic Wealth Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Strategic Wealth Partners’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
2018 Q3	–	Sell	-41	Closed	-$3K	–	709
2018 Q2	$3K	Hold	41	–	–	﹤0.01%	681
2018 Q1	$3K	Buy	+41	New	+$2.96K	﹤0.01%	701

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

Strategic Wealth Partners's XSD Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2018, closing a stake of 41 shares — an estimated $3K sold.

Strategic Wealth Partners first reported a position in XSD in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 72 funds tracked by Wall St. Rank hold XSD as of Q3 2018.

Strategic Wealth Partners reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2018 after selling out during the quarter.
Strategic Wealth Partners sold 41 State Street SPDR S&P Semiconductor ETF shares in Q3 2018, an estimated $3K.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2018 and held it in 2 quarters.
Strategic Wealth Partners's State Street SPDR S&P Semiconductor ETF position peaked at $3K in Q2 2018.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.