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

Guidant Wealth Advisors’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
2019 Q3	$45K	Hold	1,032	–	–	0.02%	179
2019 Q2	$45K	Hold	1,032	–	–	0.02%	180
2019 Q1	$43K	Hold	1,032	–	–	0.02%	189
2018 Q4	$38K	Buy	+1,032	New	+$43.8K	0.02%	142
2017 Q3	–	Sell	-1,032	Closed	-$45K	–	215
2017 Q2	$45K	Hold	1,032	–	–	0.02%	116
2017 Q1	$43K	Hold	1,032	–	–	0.02%	117
2016 Q4	$45K	Hold	1,032	–	–	0.03%	102
2016 Q3	$35K	Buy	+1,032	New	+$33.6K	0.02%	107

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Guidant Wealth Advisors's KBE Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q3 2019 at 1,032 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #179.

Guidant Wealth Advisors first reported a position in KBE in Q3 2016 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold KBE as of Q3 2019.

Guidant Wealth Advisors held 1,032 shares of State Street SPDR S&P Bank ETF worth $45K as of Q3 2019.
Guidant Wealth Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q3 2019.
State Street SPDR S&P Bank ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #179 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q3 2016 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.