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

Baker Tilly 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
2022 Q2	–	Sell	-4,527	Closed	-$237K	–	520
2022 Q1	$237K	Hold	4,527	–	–	0.03%	466
2021 Q4	$247K	Hold	4,527	–	–	0.03%	464
2021 Q3	$240K	Sell	4,527 -393	-8%	-$20K	0.03%	451
2021 Q2	$252K	Hold	4,920	–	–	0.04%	434
2021 Q1	$255K	Sell	4,920 -59	-1%	-$2.88K	0.05%	399
2020 Q4	$208K	Buy	+4,979	New	+$185K	0.06%	317

Other funds holding KBE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IUHSA

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

Baker Tilly Wealth Management's KBE Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 4,527 shares — an estimated $237K sold.

Baker Tilly Wealth Management first reported a position in KBE in Q4 2020 and held it in 6 quarters. The position peaked at $255K in Q1 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Baker Tilly Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,527 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $237K.
Baker Tilly Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 6 quarters.
Baker Tilly Wealth Management's State Street SPDR S&P Bank ETF position peaked at $255K in Q1 2021.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.