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

LBA 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
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	378
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	381
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	406
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	390
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	381
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	369
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	308
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	280
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	284
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	270
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	380
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	244
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	236
2013 Q4	$3K	Buy	+100	New	+$3.17K	﹤0.01%	246

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LBA Wealth Management's KBE Position: Q1 2017 in Review

LBA Wealth Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2017 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

LBA Wealth Management first reported a position in KBE in Q4 2013 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold KBE as of Q1 2017.

LBA Wealth Management held 100 shares of State Street SPDR S&P Bank ETF worth $4K as of Q1 2017.
LBA Wealth Management left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2017.
State Street SPDR S&P Bank ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #378 holding.
LBA Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and has held it in 14 quarters since.
211 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.