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

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-615
Closed -$32K – 704
2021
Q2 		$32K Buy
+615
New +$32.8K 0.01% 323

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KBE Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 615 shares — an estimated $32K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KBE in Q2 2021 and held it in 1 quarter. The position peaked at $32K in Q2 2021. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 615 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $32K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Bank ETF position peaked at $32K in Q2 2021.
  • 262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.