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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-328,153
Closed -$16.7M 111
2021
Q1
$16.7M Buy
+328,153
New +$16M 3.42% 13

Other funds holding KBE

Affinity Wealth Management's KBE Position: Q2 2021 in Review

Affinity Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 328,153 shares — an estimated $16.7M sold.

Affinity Wealth Management first reported a position in KBE in Q1 2021 and held it in 1 quarter. The position peaked at $16.7M in Q1 2021. 277 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

  • Affinity Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
  • Affinity Wealth Management sold 328,153 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $16.7M.
  • Affinity Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 1 quarter.
  • Affinity Wealth Management's State Street SPDR S&P Bank ETF position peaked at $16.7M in Q1 2021.
  • 277 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Affinity Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.