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

TFO 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
2022 Q1	–	Sell	-46	Closed	-$11K	–	178
2021 Q4	$11K	Hold	46	–	–	﹤0.01%	90
2021 Q3	$9K	Hold	46	–	–	﹤0.01%	96
2021 Q2	$9K	Hold	46	–	–	﹤0.01%	70
2021 Q1	$8K	Buy	+46	New	+$8.49K	﹤0.01%	136

Other funds holding XSD

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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

TFO Wealth Partners's XSD Position: Q1 2022 in Review

TFO Wealth Partners sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2022, closing a stake of 46 shares — an estimated $11K sold.

TFO Wealth Partners first reported a position in XSD in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 180 funds tracked by Wall St. Rank hold XSD as of Q1 2022.

TFO Wealth Partners reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
TFO Wealth Partners sold 46 State Street SPDR S&P Semiconductor ETF shares in Q1 2022, an estimated $11K.
TFO Wealth Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2021 and held it in 4 quarters.
TFO Wealth Partners's State Street SPDR S&P Semiconductor ETF position peaked at $11K in Q4 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.