Juncture Wealth Strategies, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,239 shares of XSD stock, worth $273,980. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,239

Previous 1,255 1.27%

Holding current value

$273,980

Previous $311,000 19.61%

% of portfolio

0.1%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$200.77 - $270.08 $3,212 - $4,321	-16 Reduced 1.27%	1,239 $250,000
Q4 2024 Jan 21, 2025	BUY	$225.16 - $265.16 $12,158 - $14,318	54 Added 4.5%	1,255 $311,000
Q3 2024 Oct 09, 2024	BUY	$201.42 - $273.98 $21,753 - $29,589	108 Added 9.88%	1,201 $288,000
Q2 2024 Jul 11, 2024	BUY	$203.59 - $256.17 $222,523 - $279,993	1,093 New	1,093 $270,000
Q1 2022 Jul 14, 2022	SELL	$181.29 - $248.38 $166,242 - $227,764	-917 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$193.71 - $248.86 $24,601 - $31,605	-127 Reduced 12.16%	917 $223,000
Q3 2021 Oct 15, 2021	BUY	$176.18 - $209.04 $183,931 - $218,237	1,044 New	1,044 $207,000
Q1 2021 Apr 15, 2021	SELL	$166.63 - $200.8 $208,454 - $251,200	-1,251 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$125.1 - $170.78 $156,500 - $213,645	1,251 New	1,251 $214,000
Q3 2019 Oct 10, 2019	SELL	$89.36 - $94.28 $283,092 - $298,679	-3,168 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	N/A	-1,401 Reduced 30.66%	3,168 $267,000
Q1 2019 Apr 09, 2019	SELL	N/A	-1,645 Reduced 26.47%	4,569 $359,000
Q4 2018 Jan 17, 2019	BUY	N/A	472 Added 8.22%	6,214 $402,000
Q3 2018 Oct 03, 2018	BUY	N/A	1,242 Added 27.6%	5,742 $436,000
Q2 2018 Jul 13, 2018	BUY	N/A	1,613 Added 55.87%	4,500 $325,000
Q1 2018 Apr 25, 2018	BUY	N/A	2,887 New	2,887 $202,000

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

Ticker XSD
Sector ETFs
Industry ETFs

More about XSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Account

Juncture Wealth Strategies, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History