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

TrinityPoint Wealth’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 Q4	$322K	Sell	1,295 -151	-10%	-$37K	0.05%	258
2024 Q3	$347K	Sell	1,446 -58	-4%	-$13.7K	0.05%	250
2024 Q2	$372K	Hold	1,504	–	–	0.06%	233
2024 Q1	$349K	Sell	1,504 -149	-9%	-$32.9K	0.06%	230
2023 Q4	$371K	Sell	1,653 -35	-2%	-$6.88K	0.07%	217
2023 Q3	$331K	Sell	1,688 -51	-3%	-$10.8K	0.07%	216
2023 Q2	$385K	Hold	1,739	–	–	0.08%	200
2023 Q1	$363K	Hold	1,739	–	–	0.08%	201
2022 Q4	$291K	Sell	1,739 -257	-13%	-$42.9K	0.07%	221
2022 Q3	$304K	Sell	1,996 -51	-2%	-$8.69K	0.07%	203
2022 Q2	$311K	Sell	2,047 -2,112	-51%	-$367K	0.07%	209
2022 Q1	$863K	Sell	4,159 -488	-11%	-$101K	0.16%	127
2021 Q4	$1.13M	Sell	4,647 -29	-0.6%	-$6.6K	0.2%	108
2021 Q3	$926K	Buy	+4,676	New	+$912K	0.18%	116

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TrinityPoint Wealth's XSD Position: Q4 2024 in Review

TrinityPoint Wealth reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 10% in Q4 2024, selling an estimated $37K and leaving 1,295 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #258.

TrinityPoint Wealth first reported a position in XSD in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2021. 226 funds tracked by Wall St. Rank hold XSD as of Q4 2024.

TrinityPoint Wealth held 1,295 shares of State Street SPDR S&P Semiconductor ETF worth $322K as of Q4 2024.
TrinityPoint Wealth sold 151 State Street SPDR S&P Semiconductor ETF shares in Q4 2024, an estimated $37K.
State Street SPDR S&P Semiconductor ETF made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #258 holding.
TrinityPoint Wealth first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2021 and has held it in 14 quarters since.
TrinityPoint Wealth's State Street SPDR S&P Semiconductor ETF position peaked at $1.13M in Q4 2021.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.