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

BerganKDV 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
2021
Q4 		– Sell
-500
Closed -$26K – 1094
2021
Q3 		$26K Buy
+500
New +$25.4K ﹤0.01% 490

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

BerganKDV Wealth Management's KBE Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 500 shares — an estimated $26K sold.

BerganKDV Wealth Management first reported a position in KBE in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 500 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $26K.
  • BerganKDV Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's State Street SPDR S&P Bank ETF position peaked at $26K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.