Executive Wealth Management’s SPDR S&P Internet ETF XWEB Stock Holding History

Executive Wealth Management’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
2019 Q3	–	Sell	-2,098	Closed	-$187K	–	858
2019 Q2	$187K	Buy	2,098 +356	+20%	+$31.8K	0.03%	162
2019 Q1	$155K	Buy	1,742 +295	+20%	+$25.5K	0.03%	165
2018 Q4	$110K	Buy	+1,447	New	+$121K	0.02%	190

Other funds holding XWEB

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Executive Wealth Management's XWEB Position: Q3 2019 in Review

Executive Wealth Management sold out of SPDR S&P Internet ETF (XWEB) in Q3 2019, closing a stake of 2,098 shares — an estimated $187K sold.

Executive Wealth Management first reported a position in XWEB in Q4 2018 and held it in 3 quarters. The position peaked at $187K in Q2 2019. 12 funds tracked by Wall St. Rank hold XWEB as of Q3 2019.

Executive Wealth Management reported no remaining SPDR S&P Internet ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 2,098 SPDR S&P Internet ETF shares in Q3 2019, an estimated $187K.
Executive Wealth Management first reported a position in SPDR S&P Internet ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's SPDR S&P Internet ETF position peaked at $187K in Q2 2019.
12 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.