Lineweaver Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lineweaver Wealth Advisors’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
2024 Q2	–	Sell	-4,284	Closed	-$202K	–	132
2024 Q1	$202K	Sell	4,284 -1,134	-21%	-$50.9K	0.05%	121
2023 Q4	$249K	Sell	5,418 -13,565	-71%	-$537K	0.06%	120
2023 Q3	$699K	Sell	18,983 -14,570	-43%	-$568K	0.2%	78
2023 Q2	$1.21M	Buy	+33,553	New	+$1.2M	0.34%	56

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lineweaver Wealth Advisors's KBE Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 4,284 shares — an estimated $202K sold.

Lineweaver Wealth Advisors first reported a position in KBE in Q2 2023 and held it in 4 quarters. The position peaked at $1.21M in Q2 2023. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

Lineweaver Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,284 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $202K.
Lineweaver Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and held it in 4 quarters.
Lineweaver Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $1.21M in Q2 2023.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.