Ulland Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Ulland Investment Advisors’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	-100	Closed	-$15K	–	228
2022 Q3	$15K	Hold	100	–	–	0.02%	150
2022 Q2	$15K	Hold	100	–	–	0.02%	160
2022 Q1	$21K	Hold	100	–	–	0.02%	151
2021 Q4	$24K	Buy	+100	New	+$22.8K	0.02%	134

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

Ulland Investment Advisors's XSD Position: Q4 2022 in Review

Ulland Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2022, closing a stake of 100 shares — an estimated $15K sold.

Ulland Investment Advisors first reported a position in XSD in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q4 2021. 179 funds tracked by Wall St. Rank hold XSD as of Q4 2022.

Ulland Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Ulland Investment Advisors sold 100 State Street SPDR S&P Semiconductor ETF shares in Q4 2022, an estimated $15K.
Ulland Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 4 quarters.
Ulland Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $24K in Q4 2021.
179 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2022.

Based on Ulland Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.