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

Capital Advisors 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 Q2	–	Sell	-5,397	Closed	-$280K	–	96
2021 Q1	$280K	Buy	+5,397	New	+$263K	0.12%	73

Other funds holding KBE

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Capital Advisors Wealth Management's KBE Position: Q2 2021 in Review

Capital Advisors Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 5,397 shares — an estimated $280K sold.

Capital Advisors Wealth Management first reported a position in KBE in Q1 2021 and held it in 1 quarter. The position peaked at $280K in Q1 2021. 276 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

Capital Advisors Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
Capital Advisors Wealth Management sold 5,397 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $280K.
Capital Advisors Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 1 quarter.
Capital Advisors Wealth Management's State Street SPDR S&P Bank ETF position peaked at $280K in Q1 2021.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.