Institutional & Family Asset Management’s SPDR S&P Internet ETF XWEB Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-26	Closed	-$4K	–	852
2021 Q4	$4K	Hold	26	–	–	﹤0.01%	605
2021 Q3	$4K	Hold	26	–	–	﹤0.01%	720
2021 Q2	$5K	Hold	26	–	–	﹤0.01%	733
2021 Q1	$4K	Buy	+26	New	+$4.55K	﹤0.01%	738

Other funds holding XWEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TRCT

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Institutional & Family Asset Management's XWEB Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of SPDR S&P Internet ETF (XWEB) in Q1 2022, closing a stake of 26 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in XWEB in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 14 funds tracked by Wall St. Rank hold XWEB as of Q1 2022.

Institutional & Family Asset Management reported no remaining SPDR S&P Internet ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 26 SPDR S&P Internet ETF shares in Q1 2022, an estimated $4K.
Institutional & Family Asset Management first reported a position in SPDR S&P Internet ETF in Q1 2021 and held it in 4 quarters.
Institutional & Family Asset Management's SPDR S&P Internet ETF position peaked at $5K in Q2 2021.
14 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.