TWP
XWEB

TFO Wealth Partners’s SPDR S&P Internet ETF XWEB Stock Holding History

TFO Wealth Partners’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
-44
Closed -$6K – 182
2021
Q4 		$6K Hold
44
– – ﹤0.01% 107
2021
Q3 		$7K Hold
44
– – ﹤0.01% 108
2021
Q2 		$8K Sell
44
-16
-27% -$2.77K ﹤0.01% 75
2021
Q1 		$10K Buy
+60
New +$10.5K ﹤0.01% 132

Other funds holding XWEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's XWEB Position: Q1 2022 in Review

TFO Wealth Partners sold out of SPDR S&P Internet ETF (XWEB) in Q1 2022, closing a stake of 44 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in XWEB in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 14 funds tracked by Wall St. Rank hold XWEB as of Q1 2022.

  • TFO Wealth Partners reported no remaining SPDR S&P Internet ETF position as of Q1 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 44 SPDR S&P Internet ETF shares in Q1 2022, an estimated $6K.
  • TFO Wealth Partners first reported a position in SPDR S&P Internet ETF in Q1 2021 and held it in 4 quarters.
  • TFO Wealth Partners's SPDR S&P Internet ETF position peaked at $10K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held SPDR S&P Internet ETF as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.