MBM Wealth Consultants’s State Street SPDR S&P Bank ETF KBE Stock Holding History

MBM Wealth Consultants’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 Q2	–	Sell	-80	Closed	-$3K	–	193
2023 Q1	$3K	Hold	80	–	–	﹤0.01%	242
2022 Q4	$4K	Sell	80 -1,228	-94%	-$57.6K	﹤0.01%	276
2022 Q3	$59K	Sell	1,308 -75	-5%	-$3.56K	0.03%	147
2022 Q2	$61K	Sell	1,383 -125	-8%	-$5.94K	0.03%	147
2022 Q1	$79K	Sell	1,508 -141	-9%	-$7.87K	0.03%	144
2021 Q4	$90K	Sell	1,649 -423	-20%	-$23.4K	0.04%	125
2021 Q3	$110K	Sell	2,072 -5,929	-74%	-$301K	0.05%	126
2021 Q2	$410K	Buy	8,001 +514	+7%	+$27.4K	0.19%	74
2021 Q1	$388K	Sell	7,487 -804	-10%	-$39.2K	0.2%	71
2020 Q4	$347K	Sell	8,291 -514	-6%	-$19.1K	0.19%	71
2020 Q3	$259K	Buy	8,805 +750	+9%	+$23.3K	0.17%	70
2020 Q2	$254K	Buy	+8,055	New	+$243K	0.18%	70

Other funds holding KBE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

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

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

MBM Wealth Consultants's KBE Position: Q2 2023 in Review

MBM Wealth Consultants sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 80 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in KBE in Q2 2020 and held it in 12 quarters. The position peaked at $410K in Q2 2021. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

MBM Wealth Consultants reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 80 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 12 quarters.
MBM Wealth Consultants's State Street SPDR S&P Bank ETF position peaked at $410K in Q2 2021.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.