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

Lake Hills 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
2023 Q3	–	Sell	-34,009	Closed	-$1.22M	–	37
2023 Q2	$1.22M	Buy	+34,009	New	+$1.21M	1.33%	24

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

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

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

WBG

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

IUHSA

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lake Hills Wealth Management's KBE Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 34,009 shares — an estimated $1.22M sold.

Lake Hills Wealth Management first reported a position in KBE in Q2 2023 and held it in 1 quarter. The position peaked at $1.22M in Q2 2023. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Lake Hills Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Lake Hills Wealth Management sold 34,009 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $1.22M.
Lake Hills Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and held it in 1 quarter.
Lake Hills Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.22M in Q2 2023.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.