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

Altus Wealth Group’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
2021 Q2	–	Sell	-296	Closed	-$16K	–	151
2021 Q1	$16K	Hold	296	–	–	0.02%	146
2020 Q4	$12K	Buy	+296	New	+$11K	0.01%	485

Other funds holding KBE

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Altus Wealth Group's KBE Position: Q2 2021 in Review

Altus Wealth Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 296 shares — an estimated $16K sold.

Altus Wealth Group first reported a position in KBE in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 276 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

Altus Wealth Group reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
Altus Wealth Group sold 296 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $16K.
Altus Wealth Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 2 quarters.
Altus Wealth Group's State Street SPDR S&P Bank ETF position peaked at $16K in Q1 2021.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.