Tortoise Investment Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-10	Closed	-$2K	–	796
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	711
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	697
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	651
2021 Q4	$2K	Buy	+10	New	+$2.27K	﹤0.01%	624

Other funds holding XSD

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FIB

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

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Tortoise Investment Management's XSD Position: Q4 2022 in Review

Tortoise Investment Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in XSD in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 179 funds tracked by Wall St. Rank hold XSD as of Q4 2022.

Tortoise Investment Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Tortoise Investment Management sold 10 State Street SPDR S&P Semiconductor ETF shares in Q4 2022, an estimated $2K.
Tortoise Investment Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 4 quarters.
Tortoise Investment Management's State Street SPDR S&P Semiconductor ETF position peaked at $2K in Q3 2022.
179 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2022.

Based on Tortoise Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.