EverSource Wealth Advisors’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
2022
Q2
Sell
-517
Closed -$27K 1802
2022
Q1
$27K Sell
517
-148
-22% -$8.26K 0.01% 599
2021
Q4
$36K Buy
+665
New +$36.9K 0.01% 489

Other funds holding KBE

EverSource Wealth Advisors's KBE Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 517 shares — an estimated $27K sold.

EverSource Wealth Advisors first reported a position in KBE in Q4 2021 and held it in 2 quarters. The position peaked at $36K in Q4 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 517 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $27K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $36K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.