Blue Bell Private Wealth Management’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
2023
Q3
Sell
-100
Closed -$3.6K 692
2023
Q2
$3.6K Buy
+100
New +$3.56K ﹤0.01% 536
2023
Q1
Sell
-200
Closed -$9.03K 684
2022
Q4
$9.03K Sell
200
-240
-55% -$11.3K ﹤0.01% 383
2022
Q3
$19K Buy
440
+40
+10% +$1.9K 0.01% 301
2022
Q2
$18K Buy
400
+50
+14% +$2.38K 0.01% 327
2022
Q1
$18K Buy
+350
New +$19.5K 0.01% 337

Other funds holding KBE

Blue Bell Private Wealth Management's KBE Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 100 shares — an estimated $3.6K sold.

Blue Bell Private Wealth Management first reported a position in KBE in Q1 2022 and held it in 5 quarters. The position peaked at $19K in Q3 2022. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

  • Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $3.6K.
  • Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's State Street SPDR S&P Bank ETF position peaked at $19K in Q3 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.