MLA
XSD icon

MB, Levis & Associates’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

MB, Levis & Associates’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
2023
Q4 		– Sell
-113
Closed -$22.2K – 285
2023
Q3 		$22.2K Buy
+113
New +$23.9K 0.01% 153

Other funds holding XSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MB, Levis & Associates's XSD Position: Q4 2023 in Review

MB, Levis & Associates sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2023, closing a stake of 113 shares — an estimated $22.2K sold.

MB, Levis & Associates first reported a position in XSD in Q3 2023 and held it in 1 quarter. The position peaked at $22.2K in Q3 2023. 228 funds tracked by Wall St. Rank hold XSD as of Q4 2023.

  • MB, Levis & Associates reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 113 State Street SPDR S&P Semiconductor ETF shares in Q4 2023, an estimated $22.2K.
  • MB, Levis & Associates first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • MB, Levis & Associates's State Street SPDR S&P Semiconductor ETF position peaked at $22.2K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2023.

Based on MB, Levis & Associates's 13F filing for Q4 2023, filed 7 May 2025.