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

Avitas 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	$227K	Sell	4,090 -188	-4%	-$10.7K	0.03%	187
2024 Q3	$226K	Buy	+4,278	New	+$219K	0.03%	193
2022 Q4	–	Sell	-5,119	Closed	-$227K	–	194
2022 Q3	$227K	Buy	+5,119	New	+$243K	0.05%	173
2022 Q1	–	Sell	-8,083	Closed	-$441K	–	205
2021 Q4	$441K	Sell	8,083 -133	-2%	-$7.37K	0.07%	164
2021 Q3	$435K	Sell	8,216 -97	-1%	-$4.92K	0.08%	172
2021 Q2	$427K	Buy	8,313 +105	+1%	+$5.6K	0.08%	180
2021 Q1	$426K	Buy	8,208 +18	+0.2%	+$877	0.08%	187
2020 Q4	$343K	Buy	+8,190	New	+$304K	0.07%	195
2020 Q1	–	Sell	-6,504	Closed	-$308K	–	155
2019 Q4	$308K	Sell	6,504 -98	-1%	-$4.44K	0.08%	159
2019 Q3	$285K	Sell	6,602 -130	-2%	-$5.54K	0.08%	163
2019 Q2	$292K	Buy	6,732 +137	+2%	+$5.95K	0.08%	159
2019 Q1	$275K	Buy	6,595 +7	+0.1%	+$300	0.08%	155
2018 Q4	$246K	Buy	+6,588	New	+$279K	0.08%	145

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

Avitas Wealth Management's KBE Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 4.4% in Q4 2024, selling an estimated $10.7K and leaving 4,090 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #187.

Avitas Wealth Management first reported a position in KBE in Q4 2018 and has held it in 13 quarters since. The position peaked at $441K in Q4 2021. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Avitas Wealth Management held 4,090 shares of State Street SPDR S&P Bank ETF worth $227K as of Q4 2024.
Avitas Wealth Management sold 188 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $10.7K.
State Street SPDR S&P Bank ETF made up 0.03% of Avitas Wealth Management's portfolio in Q4 2024, its #187 holding.
Avitas Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 13 quarters since.
Avitas Wealth Management's State Street SPDR S&P Bank ETF position peaked at $441K in Q4 2021.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.