Falcon Wealth Planning’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Falcon Wealth 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
2023 Q2	–	Sell	-10,667	Closed	-$395K	–	108
2023 Q1	$395K	Buy	+10,667	New	+$480K	0.1%	62

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Falcon Wealth Planning's KBE Position: Q2 2023 in Review

Falcon Wealth Planning sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 10,667 shares — an estimated $395K sold.

Falcon Wealth Planning first reported a position in KBE in Q1 2023 and held it in 1 quarter. The position peaked at $395K in Q1 2023. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

Falcon Wealth Planning reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
Falcon Wealth Planning sold 10,667 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $395K.
Falcon Wealth Planning first reported a position in State Street SPDR S&P Bank ETF in Q1 2023 and held it in 1 quarter.
Falcon Wealth Planning's State Street SPDR S&P Bank ETF position peaked at $395K in Q1 2023.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on Falcon Wealth Planning's 13F filing for Q2 2023, filed 13 Jul 2023.