Heritage Wealth Management (Arizona)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$4.06K	Buy	90 +45	+100%	+$2.11K	﹤0.01%	908
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	882
2022 Q2	$1.98K	Hold	45	–	–	﹤0.01%	886
2022 Q1	$2K	Buy	+45	New	+$2.51K	﹤0.01%	899
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	822
2021 Q2	$2K	Buy	+45	New	+$2.4K	﹤0.01%	833

Other funds holding KBE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KBE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Bank ETF (KBE) stake by 100% in Q4 2022, buying an estimated $2.11K and bringing the position to 90 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Heritage Wealth Management (Arizona) first reported a position in KBE in Q2 2021 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Heritage Wealth Management (Arizona) held 90 shares of State Street SPDR S&P Bank ETF worth $4.06K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 45 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $2.11K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #908 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and has held it in 6 quarters since.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.