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Wealth Enhancement & Preservation of GA’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Wealth Enhancement & Preservation of GA’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
2021
Q1 		– Sell
-110,480
Closed -$18.9M – 58
2020
Q4 		$18.9M Buy
+110,480
New +$16.4M 16.29% 1

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XSD Position: Q1 2021 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2021, closing a stake of 110,480 shares — an estimated $18.9M sold.

Wealth Enhancement & Preservation of GA first reported a position in XSD in Q4 2020 and held it in 1 quarter. The position peaked at $18.9M in Q4 2020. 131 funds tracked by Wall St. Rank hold XSD as of Q1 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 110,480 State Street SPDR S&P Semiconductor ETF shares in Q1 2021, an estimated $18.9M.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR S&P Semiconductor ETF position peaked at $18.9M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2021, filed 21 Apr 2021.