Western Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Western Wealth Management’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 Q3	–	Sell	-864	Closed	-$214K	–	768
2024 Q2	$214K	Sell	864 -31	-3%	-$7.29K	0.02%	614
2024 Q1	$208K	Sell	895 -384	-30%	-$84.7K	0.02%	619
2023 Q4	$287K	Buy	1,279 +52	+4%	+$10.2K	0.02%	560
2023 Q3	$240K	Buy	1,227 +111	+10%	+$23.5K	0.02%	561
2023 Q2	$247K	Sell	1,116 -2	-0.2%	-$395	0.02%	554
2023 Q1	$233K	Buy	+1,118	New	+$219K	0.02%	569
2022 Q4	–	Sell	-2,636	Closed	-$400K	–	807
2022 Q3	$400K	Buy	2,636 +552	+26%	+$94K	0.02%	559
2022 Q2	$314K	Hold	2,084	–	–	0.02%	597
2022 Q1	$432K	Buy	2,084 +1,067	+105%	+$221K	0.02%	574
2021 Q4	$246K	Buy	+1,017	New	+$231K	0.02%	521
2021 Q1	–	Sell	-1,454	Closed	-$248K	–	546
2020 Q4	$248K	Buy	+1,454	New	+$216K	0.04%	399

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Wealth Management's XSD Position: Q3 2024 in Review

Western Wealth Management sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2024, closing a stake of 864 shares — an estimated $214K sold.

Western Wealth Management first reported a position in XSD in Q4 2020 and held it in 11 quarters. The position peaked at $432K in Q1 2022. 205 funds tracked by Wall St. Rank hold XSD as of Q3 2024.

Western Wealth Management reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 864 State Street SPDR S&P Semiconductor ETF shares in Q3 2024, an estimated $214K.
Western Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 11 quarters.
Western Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $432K in Q1 2022.
205 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.