Telemus Capital’s SPDR S&P Internet ETF XWEB Stock Holding History

Telemus Capital’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	-5,146	Closed	-$323K	–	343
2022 Q4	$323K	Buy	+5,146	New	+$344K	0.03%	266
2022 Q3	–	Sell	-5,330	Closed	-$399K	–	357
2022 Q2	$399K	Buy	+5,330	New	+$485K	0.04%	250
2022 Q1	–	Sell	-6,106	Closed	-$890K	–	398
2021 Q4	$890K	Buy	+6,106	New	+$989K	0.07%	187

Other funds holding XWEB

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Telemus Capital's XWEB Position: Q1 2023 in Review

Telemus Capital sold out of SPDR S&P Internet ETF (XWEB) in Q1 2023, closing a stake of 5,146 shares — an estimated $323K sold.

Telemus Capital first reported a position in XWEB in Q4 2021 and held it in 3 quarters. The position peaked at $890K in Q4 2021. 12 funds tracked by Wall St. Rank hold XWEB as of Q1 2023.

Telemus Capital reported no remaining SPDR S&P Internet ETF position as of Q1 2023 after selling out during the quarter.
Telemus Capital sold 5,146 SPDR S&P Internet ETF shares in Q1 2023, an estimated $323K.
Telemus Capital first reported a position in SPDR S&P Internet ETF in Q4 2021 and held it in 3 quarters.
Telemus Capital's SPDR S&P Internet ETF position peaked at $890K in Q4 2021.
12 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.