Joseph P. Lucia & Associates’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-350	Closed	-$15K	–	281
2022 Q2	$15K	Hold	350	–	–	0.01%	281
2022 Q1	$18K	Buy	+350	New	+$19.5K	0.01%	277
2021 Q4	–	Sell	-350	Closed	-$19K	–	352
2021 Q3	$19K	Hold	350	–	–	0.01%	313
2021 Q2	$18K	Hold	350	–	–	0.01%	328
2021 Q1	$18K	Hold	350	–	–	0.01%	300
2020 Q4	$15K	Buy	+350	New	+$13K	0.01%	298
2020 Q3	–	Sell	-350	Closed	-$11K	–	282
2020 Q2	$11K	Hold	350	–	–	0.01%	306
2020 Q1	$9K	Hold	350	–	–	0.01%	296
2019 Q4	$17K	Hold	350	–	–	0.02%	258
2019 Q3	$15K	Hold	350	–	–	0.02%	276
2019 Q2	$15K	Sell	350 -15,008	-98%	-$652K	0.02%	267
2019 Q1	$350	Buy	+15,358	New	+$658K	0.03%	184

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

MIH

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Joseph P. Lucia & Associates's KBE Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 350 shares — an estimated $15K sold.

Joseph P. Lucia & Associates first reported a position in KBE in Q1 2019 and held it in 12 quarters. The position peaked at $19K in Q3 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 350 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $15K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's State Street SPDR S&P Bank ETF position peaked at $19K in Q3 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.