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Wealthspire Advisors (Maryland)’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-200
Closed -$16K – 2094
2019
Q1 		$16K Hold
200
– – ﹤0.01% 1373
2018
Q4 		$13K Hold
200
– – ﹤0.01% 1382
2018
Q3 		$15K Buy
+200
New +$15.2K ﹤0.01% 1412

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XSD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2019, closing a stake of 200 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in XSD in Q3 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2019. 67 funds tracked by Wall St. Rank hold XSD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 State Street SPDR S&P Semiconductor ETF shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P Semiconductor ETF position peaked at $16K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.