Ausdal Financial Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Ausdal Financial Partners’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 Q3	–	Sell	-22,401	Closed	-$1.15M	–	492
2021 Q2	$1.15M	Buy	22,401 +611	+3%	+$32.6K	0.17%	160
2021 Q1	$1.13M	Buy	+21,790	New	+$1.06M	0.19%	147
2016 Q1	–	Sell	-1,555	Closed	-$53K	–	655
2015 Q4	$53K	Buy	+1,555	New	+$54.1K	0.03%	442

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MIH

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

Ausdal Financial Partners's KBE Position: Q3 2021 in Review

Ausdal Financial Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 22,401 shares — an estimated $1.15M sold.

Ausdal Financial Partners first reported a position in KBE in Q4 2015 and held it in 3 quarters. The position peaked at $1.15M in Q2 2021. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Ausdal Financial Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Ausdal Financial Partners sold 22,401 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $1.15M.
Ausdal Financial Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 3 quarters.
Ausdal Financial Partners's State Street SPDR S&P Bank ETF position peaked at $1.15M in Q2 2021.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Ausdal Financial Partners's 13F filing for Q3 2021, filed 1 Nov 2021.