B. Riley Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

B. Riley Wealth Advisors’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	-6,695	Closed	-$302K	–	1576
2022 Q4	$302K	Sell	6,695 -327	-5%	-$15.3K	0.01%	1044
2022 Q3	$312K	Buy	+7,022	New	+$334K	0.01%	983
2022 Q2	–	Sell	-4,310	Closed	-$226K	–	1309
2022 Q1	$226K	Buy	+4,310	New	+$241K	0.01%	1155
2015 Q4	–	Sell	-6,897	Closed	-$230K	–	597
2015 Q3	$230K	Buy	+6,897	New	+$241K	0.06%	428
2015 Q1	–	Sell	-3,130	Closed	-$105	–	1313
2014 Q4	$105	Buy	+3,130	New	+$102K	﹤0.01%	1695
2014 Q3	–	Sell	-3,280	Closed	-$110K	–	1305
2014 Q2	$110K	Sell	3,280 -1,092	-25%	-$35.6K	0.03%	677
2014 Q1	$149K	Buy	4,372 +20	+0.5%	+$660	0.05%	488
2013 Q4	$144K	Sell	4,352 -73	-2%	-$2.32K	0.05%	452
2013 Q3	$133K	Sell	4,425 -224	-5%	-$6.86K	0.05%	467
2013 Q2	$134K	Buy	+4,649	New	+$127K	0.05%	468

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

B. Riley Wealth Advisors's KBE Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 6,695 shares — an estimated $302K sold.

B. Riley Wealth Advisors first reported a position in KBE in Q2 2013 and held it in 10 quarters. The position peaked at $312K in Q3 2022. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,695 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $302K.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 10 quarters.
B. Riley Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $312K in Q3 2022.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.