Bank of Montreal
XWEB

Bank of Montreal’s SPDR S&P Internet ETF XWEB Stock Holding History

Bank of Montreal’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
2022
Q1 		– Sell
-45
Closed -$7K – 4336
2021
Q4 		$7K Sell
45
-52
-54% -$8.42K ﹤0.01% 3416
2021
Q3 		$16K Hold
97
– – ﹤0.01% 3693
2021
Q2 		$18K Hold
97
– – ﹤0.01% 3521
2021
Q1 		$17K Sell
97
-29,484
-100% -$5.16M ﹤0.01% 4136
2020
Q4 		$4.73M Buy
29,581
+1,149
+4% +$157K ﹤0.01% 1420
2020
Q3 		$3.47M Buy
28,432
+925
+3% +$108K ﹤0.01% 1411
2020
Q2 		$3.05M Buy
+27,507
New +$2.39M ﹤0.01% 1420

Other funds holding XWEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's XWEB Position: Q1 2022 in Review

Bank of Montreal sold out of SPDR S&P Internet ETF (XWEB) in Q1 2022, closing a stake of 45 shares — an estimated $7K sold.

Bank of Montreal first reported a position in XWEB in Q2 2020 and held it in 7 quarters. The position peaked at $4.73M in Q4 2020. 14 funds tracked by Wall St. Rank hold XWEB as of Q1 2022.

  • Bank of Montreal reported no remaining SPDR S&P Internet ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 45 SPDR S&P Internet ETF shares in Q1 2022, an estimated $7K.
  • Bank of Montreal first reported a position in SPDR S&P Internet ETF in Q2 2020 and held it in 7 quarters.
  • Bank of Montreal's SPDR S&P Internet ETF position peaked at $4.73M in Q4 2020.
  • 14 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.