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

ACG Wealth’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 Q3	–	Sell	-190	Closed	-$8K	–	648
2022 Q2	$8K	Buy	+190	New	+$9.03K	﹤0.01%	722

Other funds holding KBE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIH

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth's KBE Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 190 shares — an estimated $8K sold.

ACG Wealth first reported a position in KBE in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

ACG Wealth reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 190 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $8K.
ACG Wealth first reported a position in State Street SPDR S&P Bank ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's State Street SPDR S&P Bank ETF position peaked at $8K in Q2 2022.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.