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

IHT Wealth Management’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 Q1	–	Sell	-4,286	Closed	-$234K	–	817
2021 Q4	$234K	Buy	4,286 +12	+0.3%	+$665	0.02%	702
2021 Q3	$226K	Sell	4,274 -168	-4%	-$8.53K	0.02%	697
2021 Q2	$228K	Buy	4,442 +140	+3%	+$7.47K	0.01%	818
2021 Q1	$223K	Buy	+4,302	New	+$210K	0.02%	732
2018 Q2	–	Sell	-1,580	Closed	-$74K	–	922
2018 Q1	$74K	Buy	1,580 +230	+17%	+$11.4K	0.02%	565
2017 Q4	$65K	Hold	1,350	–	–	0.02%	616
2017 Q3	$61K	Hold	1,350	–	–	0.03%	468
2017 Q2	$5	Hold	1,350	–	–	﹤0.01%	1102
2017 Q1	$57K	Buy	1,350 +950	+238%	+$41.8K	0.04%	388
2016 Q4	$17K	Buy	+400	New	+$15.5K	0.01%	684

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

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

MIH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

IHT Wealth Management's KBE Position: Q1 2022 in Review

IHT Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 4,286 shares — an estimated $234K sold.

IHT Wealth Management first reported a position in KBE in Q4 2016 and held it in 10 quarters. The position peaked at $234K in Q4 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

IHT Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 4,286 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $234K.
IHT Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's State Street SPDR S&P Bank ETF position peaked at $234K in Q4 2021.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.