FEM
XWEB

Fulcrum Equity Management’s SPDR S&P Internet ETF XWEB Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-15,935
Closed -$2.71M – 243
2021
Q1 		$2.71M Buy
+15,935
New +$2.79M 1.07% 25
2020
Q3 		– Sell
-2,411
Closed -$245K – 183
2020
Q2 		$245K Buy
+2,411
New +$209K 0.12% 128

Other funds holding XWEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Fulcrum Equity Management's XWEB Position: Q2 2021 in Review

Fulcrum Equity Management sold out of SPDR S&P Internet ETF (XWEB) in Q2 2021, closing a stake of 15,935 shares — an estimated $2.71M sold.

Fulcrum Equity Management first reported a position in XWEB in Q2 2020 and held it in 2 quarters. The position peaked at $2.71M in Q1 2021. 21 funds tracked by Wall St. Rank hold XWEB as of Q2 2021.

  • Fulcrum Equity Management reported no remaining SPDR S&P Internet ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 15,935 SPDR S&P Internet ETF shares in Q2 2021, an estimated $2.71M.
  • Fulcrum Equity Management first reported a position in SPDR S&P Internet ETF in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's SPDR S&P Internet ETF position peaked at $2.71M in Q1 2021.
  • 21 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.