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

Amplius 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 Q1	–	Sell	-3,610	Closed	-$196K	–	555
2021 Q4	$196K	Buy	+3,610	New	+$200K	0.03%	186

Other funds holding KBE

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

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

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

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

MIH

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

Citigroup New York $235B AUM 32.99% 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

MTWSIF

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Amplius Wealth Advisors's KBE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 3,610 shares — an estimated $196K sold.

Amplius Wealth Advisors first reported a position in KBE in Q4 2021 and held it in 1 quarter. The position peaked at $196K in Q4 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

Amplius Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 3,610 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $196K.
Amplius Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $196K in Q4 2021.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.