Tradition Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-657	Closed	-$148K	–	1214
2023 Q4	$148K	Sell	657 -55	-8%	-$10.8K	0.02%	378
2023 Q3	$140K	Hold	712	–	–	0.02%	361
2023 Q2	$158K	Hold	712	–	–	0.02%	350
2023 Q1	$149K	Hold	712	–	–	0.02%	349
2022 Q4	$119K	Hold	712	–	–	0.02%	338
2022 Q3	$108K	Hold	712	–	–	0.02%	349
2022 Q2	$108K	Hold	712	–	–	0.02%	347
2022 Q1	$148K	Hold	712	–	–	0.02%	330
2021 Q4	$173K	Hold	712	–	–	0.02%	321
2021 Q3	$141K	Hold	712	–	–	0.02%	319
2021 Q2	$137K	Hold	712	–	–	0.02%	340
2021 Q1	$130K	Hold	712	–	–	0.02%	293
2020 Q4	$122K	Buy	+712	New	+$106K	0.02%	280

Other funds holding XSD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

Tradition Wealth Management's XSD Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 657 shares — an estimated $148K sold.

Tradition Wealth Management first reported a position in XSD in Q4 2020 and held it in 13 quarters. The position peaked at $173K in Q4 2021. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 657 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $148K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $173K in Q4 2021.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.