AWG
XWEB

Altus Wealth Group’s SPDR S&P Internet ETF XWEB Stock Holding History

Altus Wealth Group’s Portfolio XWEB Stock Details XWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed -$1K – 809
2020
Q4 		$1K Buy
+4
New +$547 ﹤0.01% 826

Other funds holding XWEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Altus Wealth Group's XWEB Position: Q1 2021 in Review

Altus Wealth Group sold out of SPDR S&P Internet ETF (XWEB) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in XWEB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 21 funds tracked by Wall St. Rank hold XWEB as of Q1 2021.

  • Altus Wealth Group reported no remaining SPDR S&P Internet ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 4 SPDR S&P Internet ETF shares in Q1 2021, an estimated $1K.
  • Altus Wealth Group first reported a position in SPDR S&P Internet ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's SPDR S&P Internet ETF position peaked at $1K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.