Laurel Wealth Advisors (California)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$288K	Buy	+6,370	New	+$299K	0.03%	523

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

Citigroup New York $235B AUM 32.99% 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

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

IUHSA

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

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KBE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q4 2022: 6,370 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #523 among its holdings.

230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Laurel Wealth Advisors (California) held 6,370 shares of State Street SPDR S&P Bank ETF worth $288K as of Q4 2022.
State Street SPDR S&P Bank ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
State Street SPDR S&P Bank ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #523 holding.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.