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

BDO 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 Q2	$2.7K	Hold	75	–	–	﹤0.01%	832
2023 Q1	$2.78K	Hold	75	–	–	﹤0.01%	873
2022 Q4	$3.39K	Sell	75 -745	-91%	-$35K	﹤0.01%	813
2022 Q3	$36K	Hold	820	–	–	﹤0.01%	461
2022 Q2	$36K	Hold	820	–	–	﹤0.01%	465
2022 Q1	$43K	Hold	820	–	–	﹤0.01%	460
2021 Q4	$45K	Hold	820	–	–	﹤0.01%	461
2021 Q3	$43K	Buy	820 +745	+993%	+$37.8K	﹤0.01%	469
2021 Q2	$4K	Buy	+75	New	+$4K	﹤0.01%	903
2020 Q3	–	Sell	-100	Closed	-$3K	–	920
2020 Q2	$3K	Sell	100 -222	-69%	-$6.7K	﹤0.01%	597
2020 Q1	$9K	Buy	322 +1	+0.3%	+$40	﹤0.01%	553
2019 Q4	$15K	Buy	321 +2	+0.6%	+$91	﹤0.01%	407
2019 Q3	$14K	Buy	319 +1	+0.3%	+$43	﹤0.01%	434
2019 Q2	$14K	Hold	318	–	–	﹤0.01%	417
2019 Q1	$13K	Hold	318	–	–	﹤0.01%	405
2018 Q4	$12K	Hold	318	–	–	﹤0.01%	390
2018 Q3	$15K	Hold	318	–	–	﹤0.01%	416
2018 Q2	$15K	Buy	318 +218	+218%	+$10.6K	0.01%	412
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	442
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	371
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	341
2017 Q2	$4K	Buy	+100	New	+$4.25K	﹤0.01%	446

Other funds holding KBE

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's KBE Position: Q2 2023 in Review

BDO Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2023 at 75 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

BDO Wealth Advisors first reported a position in KBE in Q2 2017 and has held it in 22 quarters since. The position peaked at $45K in Q4 2021. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

BDO Wealth Advisors held 75 shares of State Street SPDR S&P Bank ETF worth $2.7K as of Q2 2023.
BDO Wealth Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2023.
State Street SPDR S&P Bank ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #832 holding.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $45K in Q4 2021.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.