GWMIA
KBE icon

Global Wealth Management Investment Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Global Wealth Management Investment Advisory’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
-187
Closed -$10K – 469
2021
Q1 		$10K Buy
+187
New +$9.11K ﹤0.01% 311

Other funds holding KBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's KBE Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 187 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in KBE in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 277 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 187 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $10K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P Bank ETF position peaked at $10K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.