GWMI
XWEB

Guardian Wealth Management (Illinois)’s SPDR S&P Internet ETF XWEB Stock Holding History

Guardian Wealth Management (Illinois)’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
Q1 		– Sell
-167
Closed -$10.4K – 263
2022
Q4 		$10.4K Buy
+167
New +$11.2K 0.01% 163

Other funds holding XWEB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s XWEB Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of SPDR S&P Internet ETF (XWEB) in Q1 2023, closing a stake of 167 shares — an estimated $10.4K sold.

Guardian Wealth Management (Illinois) first reported a position in XWEB in Q4 2022 and held it in 1 quarter. The position peaked at $10.4K in Q4 2022. 12 funds tracked by Wall St. Rank hold XWEB as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining SPDR S&P Internet ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 167 SPDR S&P Internet ETF shares in Q1 2023, an estimated $10.4K.
  • Guardian Wealth Management (Illinois) first reported a position in SPDR S&P Internet ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s SPDR S&P Internet ETF position peaked at $10.4K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.