American Portfolios Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

American Portfolios 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 Q3	$11.3K	Sell	255 -198	-44%	-$9.41K	﹤0.01%	2476
2022 Q2	$19.9K	Buy	453 +1	+0.2%	+$48	﹤0.01%	2231
2022 Q1	$23.6K	Sell	452 -39,645	-99%	-$2.21M	﹤0.01%	2284
2021 Q4	$2.19M	Buy	+40,097	New	+$2.22M	0.07%	266
2021 Q3	–	Sell	-279	Closed	-$14.3K	–	3513
2021 Q2	$14.3K	Buy	+279	New	+$14.9K	﹤0.01%	2353
2020 Q4	–	Sell	-80	Closed	-$2.36K	–	3048
2020 Q3	$2.36K	Sell	80 -80	-50%	-$2.49K	﹤0.01%	2553
2020 Q2	$5.05K	Hold	160	–	–	﹤0.01%	2237
2020 Q1	$4.31K	Hold	160	–	–	﹤0.01%	2151
2019 Q4	$7.57K	Hold	160	–	–	﹤0.01%	2110
2019 Q3	$6.91K	Hold	160	–	–	﹤0.01%	2069
2019 Q2	$6.94K	Hold	160	–	–	﹤0.01%	2042
2019 Q1	$6.68K	Hold	160	–	–	﹤0.01%	1982
2018 Q4	$5.98K	Hold	160	–	–	﹤0.01%	1808
2018 Q3	$7.45K	Hold	160	–	–	﹤0.01%	1847
2018 Q2	$7.55K	Hold	160	–	–	﹤0.01%	1833
2018 Q1	$7.66K	Hold	160	–	–	﹤0.01%	1726
2017 Q4	$7.57K	Buy	+160	New	+$7.36K	﹤0.01%	1658

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

American Portfolios Advisors's KBE Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 44% in Q3 2022, selling an estimated $9.41K and leaving 255 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

American Portfolios Advisors first reported a position in KBE in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.19M in Q4 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

American Portfolios Advisors held 255 shares of State Street SPDR S&P Bank ETF worth $11.3K as of Q3 2022.
American Portfolios Advisors sold 198 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $9.41K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2476 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 17 quarters since.
American Portfolios Advisors's State Street SPDR S&P Bank ETF position peaked at $2.19M in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.