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Atria Wealth Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-5,640
Closed -$250K – 1843
2022
Q3 		$250K Buy
5,640
+182
+3% +$8.65K ﹤0.01% 1417
2022
Q2 		$239K Buy
5,458
+633
+13% +$30.1K ﹤0.01% 1348
2022
Q1 		$253K Buy
+4,825
New +$269K ﹤0.01% 1417

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Atria Wealth Solutions's KBE Position: Q4 2022 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 5,640 shares — an estimated $250K sold.

Atria Wealth Solutions first reported a position in KBE in Q1 2022 and held it in 3 quarters. The position peaked at $253K in Q1 2022. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,640 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $250K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's State Street SPDR S&P Bank ETF position peaked at $253K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.