Nauset Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
Other funds holding KBE
MIH
MTWSIF
Nauset Wealth Management's KBE Position: Q1 2022 in Review
Nauset Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 12% in Q1 2022, buying an estimated $280K and bringing the position to 47,437 shares worth $2.48M. The position accounts for 1.97% of the portfolio, ranked #14.
Nauset Wealth Management first reported a position in KBE in Q4 2021 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.
- Nauset Wealth Management held 47,437 shares of State Street SPDR S&P Bank ETF worth $2.48M as of Q1 2022.
- Nauset Wealth Management bought 5,018 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $280K.
- State Street SPDR S&P Bank ETF made up 1.97% of Nauset Wealth Management's portfolio in Q1 2022, its #14 holding.
- Nauset Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 2 quarters since.
- 299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.
Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.