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Kiwi Wealth Investments Limited Partnership’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-14,064
Closed -$730K – 263
2021
Q1 		$730K Buy
+14,064
New +$685K 0.04% 197

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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's KBE Position: Q2 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 14,064 shares — an estimated $730K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in KBE in Q1 2021 and held it in 1 quarter. The position peaked at $730K in Q1 2021. 277 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 14,064 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $730K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's State Street SPDR S&P Bank ETF position peaked at $730K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2021, filed 17 Aug 2021.