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Wingate Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-349
Closed -$86.7K – 471
2024
Q4 		$86.7K Buy
+349
New +$85.5K 0.09% 150

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wingate Wealth Advisors's XSD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2025, closing a stake of 349 shares — an estimated $86.7K sold.

Wingate Wealth Advisors first reported a position in XSD in Q4 2024 and held it in 1 quarter. The position peaked at $86.7K in Q4 2024. 202 funds tracked by Wall St. Rank hold XSD as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 349 State Street SPDR S&P Semiconductor ETF shares in Q1 2025, an estimated $86.7K.
  • Wingate Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $86.7K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.