Baltimore-Washington Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,625
Closed -$232K 140
2022
Q1
$232K Buy
+1,625
New +$90.7K 0.02% 141
2020
Q1
Sell
-4,494
Closed -$212K 119
2019
Q4
$212K Buy
+4,494
New +$204K 0.03% 112

Other funds holding KBE

Baltimore-Washington Financial Advisors's KBE Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 1,625 shares — an estimated $232K sold.

Baltimore-Washington Financial Advisors first reported a position in KBE in Q4 2019 and held it in 2 quarters. The position peaked at $232K in Q1 2022. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

  • Baltimore-Washington Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,625 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $232K.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $232K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.