Woodmont Investment Counsel’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Woodmont Investment Counsel’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 Q2	–	Sell	-11	Closed	-$2.55K	–	374
2024 Q1	$2.55K	Buy	+11	New	+$2.43K	﹤0.01%	360
2016 Q4	–	Sell	-102	Closed	-$5K	–	631
2016 Q3	$5K	Buy	+102	New	+$5.05K	﹤0.01%	565
2016 Q2	–	Sell	-102	Closed	-$5K	–	461
2016 Q1	$5K	Hold	102	–	–	﹤0.01%	462
2015 Q4	$4K	Hold	102	–	–	﹤0.01%	480
2015 Q3	$4K	Hold	102	–	–	﹤0.01%	480
2015 Q2	$4K	Buy	+102	New	+$4.54K	﹤0.01%	482

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodmont Investment Counsel's XSD Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2024, closing a stake of 11 shares — an estimated $2.55K sold.

Woodmont Investment Counsel first reported a position in XSD in Q2 2015 and held it in 6 quarters. The position peaked at $5K in Q3 2016. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Woodmont Investment Counsel reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 11 State Street SPDR S&P Semiconductor ETF shares in Q2 2024, an estimated $2.55K.
Woodmont Investment Counsel first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's State Street SPDR S&P Semiconductor ETF position peaked at $5K in Q3 2016.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.