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	-7,585	Closed	-$397K	–	526
2022 Q1	$397K	Hold	7,585	–	–	0.09%	131
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 $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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 7,585 shares — an estimated $397K sold.

Aaron Wealth Advisors first reported a position in KBE in Q4 2020 and held it in 6 quarters. The position peaked at $413K in Q4 2021. 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 7,585 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $397K.
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 $413K in Q4 2021.
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.