Welch Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Welch Group’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	-2,000	Closed	-$450K	–	248
2023 Q4	$450K	Buy	+2,000	New	+$393K	0.02%	130
2023 Q2	–	Sell	-1,106	Closed	-$231K	–	226
2023 Q1	$231K	Sell	1,106 -8,464	-88%	-$1.66M	0.01%	181
2022 Q4	$1.6M	Buy	+9,570	New	+$1.6M	0.09%	75

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

Welch Group's XSD Position: Q1 2024 in Review

Welch Group sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2024, closing a stake of 2,000 shares — an estimated $450K sold.

Welch Group first reported a position in XSD in Q4 2022 and held it in 3 quarters. The position peaked at $1.6M in Q4 2022. 224 funds tracked by Wall St. Rank hold XSD as of Q1 2024.

Welch Group reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Welch Group sold 2,000 State Street SPDR S&P Semiconductor ETF shares in Q1 2024, an estimated $450K.
Welch Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2022 and held it in 3 quarters.
Welch Group's State Street SPDR S&P Semiconductor ETF position peaked at $1.6M in Q4 2022.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2024.

Based on Welch Group's 13F filing for Q1 2024, filed 9 Apr 2024.