FIA
XWEB

Foundations Investment Advisors’s SPDR S&P Internet ETF XWEB Stock Holding History

Foundations Investment Advisors’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
2023
Q4 		– Sell
-14,655
Closed -$1.06M – 741
2023
Q3 		$1.06M Buy
+14,655
New +$1.14M 0.03% 275

Other funds holding XWEB

ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundations Investment Advisors's XWEB Position: Q4 2023 in Review

Foundations Investment Advisors sold out of SPDR S&P Internet ETF (XWEB) in Q4 2023, closing a stake of 14,655 shares — an estimated $1.06M sold.

Foundations Investment Advisors first reported a position in XWEB in Q3 2023 and held it in 1 quarter. The position peaked at $1.06M in Q3 2023. 11 funds tracked by Wall St. Rank hold XWEB as of Q4 2023.

  • Foundations Investment Advisors reported no remaining SPDR S&P Internet ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 14,655 SPDR S&P Internet ETF shares in Q4 2023, an estimated $1.06M.
  • Foundations Investment Advisors first reported a position in SPDR S&P Internet ETF in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's SPDR S&P Internet ETF position peaked at $1.06M in Q3 2023.
  • 11 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.