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

Laidlaw 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
2024 Q1	–	Sell	-5,020	Closed	-$231K	–	207
2023 Q4	$231K	Sell	5,020 -984	-16%	-$38.9K	0.08%	218
2023 Q3	$221K	Hold	6,004	–	–	0.07%	246
2023 Q2	$216K	Hold	6,004	–	–	0.04%	315
2023 Q1	$223K	Hold	6,004	–	–	0.05%	313
2022 Q4	$271K	Buy	+6,004	New	+$282K	0.06%	284
2022 Q3	–	Sell	-6,790	Closed	-$298K	–	349
2022 Q2	$298K	Sell	6,790 -353	-5%	-$16.8K	0.06%	268
2022 Q1	$374K	Buy	7,143 +493	+7%	+$27.5K	0.06%	265
2021 Q4	$363K	Hold	6,650	–	–	0.06%	273
2021 Q3	$352K	Sell	6,650 -394	-6%	-$20K	0.09%	177
2021 Q2	$361K	Buy	7,044 +1,101	+19%	+$58.7K	0.09%	178
2021 Q1	$308K	Buy	5,943 +975	+20%	+$47.5K	0.11%	163
2020 Q4	$208K	Buy	+4,968	New	+$184K	0.04%	330

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laidlaw Wealth Management's KBE Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 5,020 shares — an estimated $231K sold.

Laidlaw Wealth Management first reported a position in KBE in Q4 2020 and held it in 12 quarters. The position peaked at $374K in Q1 2022. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 5,020 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $231K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 12 quarters.
Laidlaw Wealth Management's State Street SPDR S&P Bank ETF position peaked at $374K in Q1 2022.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.