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

Atlantic Edge Private Wealth Management’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
2024 Q4	–	Sell	-25	Closed	-$1.32K	–	500
2024 Q3	$1.32K	Hold	25	–	–	﹤0.01%	461
2024 Q2	$1.16K	Sell	25 -50	-67%	-$2.28K	﹤0.01%	443
2024 Q1	$3.53K	Hold	75	–	–	﹤0.01%	410
2023 Q4	$3.45K	Buy	+75	New	+$2.97K	﹤0.01%	393

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's KBE Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 25 shares — an estimated $1.32K sold.

Atlantic Edge Private Wealth Management first reported a position in KBE in Q4 2023 and held it in 4 quarters. The position peaked at $3.53K in Q1 2024. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Atlantic Edge Private Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 25 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $1.32K.
Atlantic Edge Private Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 4 quarters.
Atlantic Edge Private Wealth Management's State Street SPDR S&P Bank ETF position peaked at $3.53K in Q1 2024.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.