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SPDR S&P Semiconductor shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of SPDR S&P Semiconductor (XSD) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in SPDR S&P Semiconductor

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Semiconductor held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Semiconductor by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 1.0k 224.79
2023-06-30 $241k 1.1k 221.29
2023-03-31 $332k 1.6k 208.62
2022-12-31 $503k 3.0k 167.23

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Adobe Sys Stock (ADBE)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Powershares Qqq Tr Etf (QQQ)
Advanced Micro Devices Stock (AMD)
Tesla Motors Stock (TSLA)
First Trust Value Line Dividend Index Fund Etf (FVD)
Microsoft Stock (MSFT)
Ishares Semiconductor Etf Etf (SOXX)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
Spdr Index Shs Fds Dj Euro Stoxx 50 Etf Etf (FEZ)

View all positions for Concentrum Wealth Management

Top funds holding SPDR S&P Semiconductor

Global Assets Advisory
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Goldman Sachs Group
Adams Wealth Management
Wealth Management Group
Hobart Private Capital
Advisor Group Holdings
McGuire Investment Group
Commonwealth Equity Services
First Interstate Bank
Royal Bank of Canada
MGB Wealth Management

View all funds holding SPDR S&P Semiconductor