XF
XSD icon

XML Financial’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

XML Financial’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
-1,647
Closed -$408K – 359
2024
Q2 		$408K Sell
1,647
-167
-9% -$39.3K 0.04% 242
2024
Q1 		$421K Sell
1,814
-40
-2% -$8.82K 0.04% 242
2023
Q4 		$417K Buy
1,854
+1
+0.1% +$197 0.04% 229
2023
Q3 		$363K Buy
1,853
+2
+0.1% +$423 0.04% 235
2023
Q2 		$410K Buy
1,851
+1
+0.1% +$198 0.05% 240
2023
Q1 		$386K Buy
1,850
+2
+0.1% +$392 0.05% 239
2022
Q4 		$309K Buy
+1,848
New +$309K 0.04% 255

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return