Avantax Planning Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Avantax Planning 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
2023 Q1	–	Sell	-5,314	Closed	-$240K	–	384
2022 Q4	$240K	Hold	5,314	–	–	0.01%	324
2022 Q3	$235K	Hold	5,314	–	–	0.01%	302
2022 Q2	$233K	Hold	5,314	–	–	0.01%	306
2022 Q1	$278K	Buy	5,314 +359	+7%	+$20K	0.01%	291
2021 Q4	$270K	Hold	4,955	–	–	0.01%	290
2021 Q3	$262K	Hold	4,955	–	–	0.01%	278
2021 Q2	$254K	Hold	4,955	–	–	0.01%	280
2021 Q1	$257K	Hold	4,955	–	–	0.01%	262
2020 Q4	$207K	Buy	+4,955	New	+$184K	0.01%	273
2019 Q3	–	Sell	-4,686	Closed	-$204K	–	310
2019 Q2	$204K	Sell	4,686 -8,236	-64%	-$358K	0.01%	285
2019 Q1	$540K	Sell	12,922 -1,609	-11%	-$69K	0.04%	154
2018 Q4	$543K	Sell	14,531 -4,111	-22%	-$174K	0.04%	139
2018 Q3	$868K	Sell	18,642 -230	-1%	-$11.2K	0.07%	92
2018 Q2	$890K	Sell	18,872 -1,039	-5%	-$50.8K	0.08%	87
2018 Q1	$954K	Sell	19,911 -78	-0.4%	-$3.88K	0.08%	101
2017 Q4	$946K	Buy	19,989 +9	+0%	+$414	0.09%	103
2017 Q3	$901K	Buy	19,980 +1,430	+8%	+$61.3K	0.07%	132
2017 Q2	$807K	Sell	18,550 -1,248	-6%	-$53K	0.07%	132
2017 Q1	$851K	Sell	19,798 -607	-3%	-$26.7K	0.08%	121
2016 Q4	$887K	Buy	+20,405	New	+$788K	0.09%	104

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Avantax Planning Partners's KBE Position: Q1 2023 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 5,314 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in KBE in Q4 2016 and held it in 20 quarters. The position peaked at $954K in Q1 2018. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Avantax Planning Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Avantax Planning Partners sold 5,314 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $240K.
Avantax Planning Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 20 quarters.
Avantax Planning Partners's State Street SPDR S&P Bank ETF position peaked at $954K in Q1 2018.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.