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

WESPAC 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
2016
Q2 		– Sell
-19,897
Closed -$886K – 124
2016
Q1 		$886K Buy
+19,897
New +$818K 1.1% 40

Other funds holding XSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESPAC Advisors's XSD Position: Q2 2016 in Review

WESPAC Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2016, closing a stake of 19,897 shares — an estimated $886K sold.

WESPAC Advisors first reported a position in XSD in Q1 2016 and held it in 1 quarter. The position peaked at $886K in Q1 2016. 44 funds tracked by Wall St. Rank hold XSD as of Q2 2016.

  • WESPAC Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors sold 19,897 State Street SPDR S&P Semiconductor ETF shares in Q2 2016, an estimated $886K.
  • WESPAC Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $886K in Q1 2016.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2016.

Based on WESPAC Advisors's 13F filing for Q2 2016, filed 26 Jul 2016.