Number of Shares
32,552.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
2.36%
Total Estimate Gain
$2.12 Mil
% of Total Estimate Gain
30.12%

MGB Wealth Management, LLC's SPDR Semiconductors ETF Holding Summary

As of 2025-03-31, MGB Wealth Management, LLC held 32,552.00 shares of SPDR Semiconductors ETF(XSD), totaling $6.54 Mil. This investment constitutes 2.36% of their stock portfolio, and MGB Wealth Management, LLC now holds 0.62% of the outstanding SPDR Semiconductors ETF(XSD) stock.

The initial trade took place in 2023Q4. And since then MGB Wealth Management, LLC has made 2 purchases of XSD, at an average price of $202.30, for a total of 34,796.00 shares. In addition, there have been 3 sales at an average price of $236.27 for 2,244.00 shares. Based on historical transaction data and XSD's current price of $265.09, MGB Wealth Management, LLC's estimated gain on his XSD holdings is $2.12 Mil, reflecting a 30.12% gain to date.

MGB Wealth Management, LLC XSD ($265.09) Holding Chart

MGB Wealth Management, LLC XSD ($265.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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