Forvis Wealth Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,018 shares of XSD stock, worth $225,110. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,018
Previous 990 2.83%
Holding current value
$225,110
Previous $245,000 16.73%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$200.77 - $270.08 $5,621 - $7,562
28 Added 2.83%
1,018 $204,000
Q4 2024

Feb 03, 2025
SELL
$225.16 - $265.16 $11,258 - $13,258
-50 Reduced 4.81%
990 $245,000
Q2 2023

Aug 08, 2023
BUY
$174.52 - $221.45 $8,726 - $11,072
50 Added 5.05%
1,040 $230,000
Q1 2023

Apr 26, 2023
BUY
$164.86 - $210.4 $163,211 - $208,296
990 New
990 $206,000

Others Institutions Holding XSD

# of Institutions
226
Shares Held
1.96M
Call Options Held
37.4K
Put Options Held
19.6K
View Full List

About SPDR TR SER SPDR S&P SEMICONDU

XSD Quotes by TradingView
  • Ticker XSD
  • Sector ETFs
  • Industry ETFs
More about XSD
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