Aaron Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Aaron Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-397,074	Closed	-$7.58M	–	526
2022 Q1	$7.58M	Buy	397,074 +389,489	+5,135%	+$21.7M	0.11%	97
2021 Q4	$413K	Hold	7,585	–	–	0.12%	115
2021 Q3	$401K	Hold	7,585	–	–	0.11%	105
2021 Q2	$389K	Hold	7,585	–	–	0.13%	109
2021 Q1	$393K	Hold	7,585	–	–	0.14%	100
2020 Q4	$317K	Buy	+7,585	New	+$281K	0.12%	102

Other funds holding KBE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Aaron Wealth Advisors's KBE Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 397,074 shares — an estimated $7.58M sold.

Aaron Wealth Advisors first reported a position in KBE in Q4 2020 and held it in 6 quarters. The position peaked at $7.58M in Q1 2022. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Aaron Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 397,074 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $7.58M.
Aaron Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 6 quarters.
Aaron Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $7.58M in Q1 2022.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.