Clear Perspectives Financial Planning’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q3	–	Sell	-160	Closed	-$7K	–	219
2022 Q2	$7K	Sell	160 -39,395	-100%	-$1.87M	﹤0.01%	166
2022 Q1	$2.07M	Buy	+39,555	New	+$2.21M	0.79%	27

Other funds holding KBE

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspectives Financial Planning's KBE Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 160 shares — an estimated $7K sold.

Clear Perspectives Financial Planning first reported a position in KBE in Q1 2022 and held it in 2 quarters. The position peaked at $2.07M in Q1 2022. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 160 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $7K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 2 quarters.
Clear Perspectives Financial Planning's State Street SPDR S&P Bank ETF position peaked at $2.07M in Q1 2022.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.