BWL
XWEB

Bogart Wealth LLC’s SPDR S&P Internet ETF XWEB Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-12
Closed -$1K – 1226
2022
Q3 		$1K Hold
12
– – ﹤0.01% 970
2022
Q2 		$1K Buy
+12
New +$1.09K ﹤0.01% 884

Other funds holding XWEB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Bogart Wealth LLC's XWEB Position: Q4 2022 in Review

Bogart Wealth LLC sold out of SPDR S&P Internet ETF (XWEB) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in XWEB in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 11 funds tracked by Wall St. Rank hold XWEB as of Q4 2022.

  • Bogart Wealth LLC reported no remaining SPDR S&P Internet ETF position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 12 SPDR S&P Internet ETF shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in SPDR S&P Internet ETF in Q2 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's SPDR S&P Internet ETF position peaked at $1K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.