MGB Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

MGB Wealth Management’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
2025 Q4	$10.2M	Sell	31,571 -3	-0%	-$990	2.91%	6
2025 Q3	$10.1M	Sell	31,574 -468	-1%	-$132K	2.85%	7
2025 Q2	$8.22M	Sell	32,042 -510	-2%	-$110K	2.71%	7
2025 Q1	$6.54M	Sell	32,552 -442	-1%	-$105K	2.36%	7
2024 Q4	$8.2M	Buy	32,994 +4,097	+14%	+$1M	2.55%	5
2024 Q3	$6.95M	Sell	28,897 -1,717	-6%	-$405K	2.52%	5
2024 Q2	$8.13M	Sell	30,614 -85	-0.3%	-$20K	3.04%	4
2024 Q1	$7.12M	Buy	30,699 +60	+0.2%	+$13.2K	2.89%	4
2023 Q4	$6.9M	Buy	+30,639	New	+$6.02M	3.46%	3

Other funds holding XSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MGB Wealth Management's XSD Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 0.01% in Q4 2025, selling an estimated $990 and leaving 31,571 shares worth $10.2M. The position accounts for 2.91% of the portfolio, ranked #6.

MGB Wealth Management first reported a position in XSD in Q4 2023 and has held it in 9 quarters since. 244 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

MGB Wealth Management held 31,571 shares of State Street SPDR S&P Semiconductor ETF worth $10.2M as of Q4 2025.
MGB Wealth Management sold 3 State Street SPDR S&P Semiconductor ETF shares in Q4 2025, an estimated $990.
State Street SPDR S&P Semiconductor ETF made up 2.91% of MGB Wealth Management's portfolio in Q4 2025, its #6 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2023 and has held it in 9 quarters since.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.