PFGIA
XWEB

Patriot Financial Group Insurance Agency’s SPDR S&P Internet ETF XWEB Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-184
Closed -$15K – 1479
2019
Q3 		$15K Buy
+184
New +$15.7K 0.01% 725

Other funds holding XWEB

VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 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
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Bank of America
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 27.61% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XWEB Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of SPDR S&P Internet ETF (XWEB) in Q4 2019, closing a stake of 184 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in XWEB in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 11 funds tracked by Wall St. Rank hold XWEB as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining SPDR S&P Internet ETF position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 184 SPDR S&P Internet ETF shares in Q4 2019, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in SPDR S&P Internet ETF in Q3 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's SPDR S&P Internet ETF position peaked at $15K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.