Legacy Capital Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Legacy Capital Wealth Partners’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	-32,085	Closed	-$1.16M	–	284
2023 Q2	$1.16M	Sell	32,085 -52,554	-62%	-$1.87M	0.96%	31
2023 Q1	$3.14M	Sell	84,639 -5,459	-6%	-$245K	0.86%	27
2022 Q4	$4.07M	Buy	90,098 +21	+0%	+$986	1.94%	21
2022 Q3	$3.99M	Sell	90,077 -346	-0.4%	-$16.4K	2.12%	20
2022 Q2	$3.97M	Buy	90,423 +896	+1%	+$42.6K	1.99%	22
2022 Q1	$4.69M	Buy	+89,527	New	+$5M	2.01%	21

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

Legacy Capital Wealth Partners's KBE Position: Q3 2023 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 32,085 shares — an estimated $1.16M sold.

Legacy Capital Wealth Partners first reported a position in KBE in Q1 2022 and held it in 6 quarters. The position peaked at $4.69M in Q1 2022. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Legacy Capital Wealth Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 32,085 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $1.16M.
Legacy Capital Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 6 quarters.
Legacy Capital Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $4.69M in Q1 2022.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2023, filed 16 Oct 2023.