Aveo Capital Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Aveo Capital 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	-86,062	Closed	-$4.42M	–	274
2021 Q2	$4.42M	Buy	+86,062	New	+$4.59M	0.98%	22

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

Aveo Capital Partners's KBE Position: Q3 2021 in Review

Aveo Capital Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 86,062 shares — an estimated $4.42M sold.

Aveo Capital Partners first reported a position in KBE in Q2 2021 and held it in 1 quarter. The position peaked at $4.42M in Q2 2021. 263 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Aveo Capital Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Aveo Capital Partners sold 86,062 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $4.42M.
Aveo Capital Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 1 quarter.
Aveo Capital Partners's State Street SPDR S&P Bank ETF position peaked at $4.42M in Q2 2021.
263 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.