WMG Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

WMG Financial 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 Q4	–	Sell	-677	Closed	-$216K	–	216
2025 Q3	$216K	Buy	+677	New	+$191K	0.07%	191
2024 Q4	–	Sell	-836	Closed	-$201K	–	189
2024 Q3	$201K	Sell	836 -22	-3%	-$5.19K	0.09%	162
2024 Q2	$212K	Buy	+858	New	+$202K	0.11%	140
2022 Q2	–	Sell	-1,259	Closed	-$262K	–	186
2022 Q1	$262K	Hold	1,259	–	–	0.19%	130
2021 Q4	$306K	Buy	+1,259	New	+$286K	0.24%	112

Other funds holding XSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIG

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

WMG Financial Advisors's XSD Position: Q4 2025 in Review

WMG Financial Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2025, closing a stake of 677 shares — an estimated $216K sold.

WMG Financial Advisors first reported a position in XSD in Q4 2021 and held it in 5 quarters. The position peaked at $306K in Q4 2021. 244 funds tracked by Wall St. Rank hold XSD as of Q4 2025.

WMG Financial Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 677 State Street SPDR S&P Semiconductor ETF shares in Q4 2025, an estimated $216K.
WMG Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and held it in 5 quarters.
WMG Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $306K in Q4 2021.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.