Paradigm Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Paradigm Financial 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
2021 Q4	$340K	Sell	6,235 -3,206	-34%	-$178K	0.08%	154
2021 Q3	$500K	Sell	9,441 -334	-3%	-$17K	0.12%	113
2021 Q2	$502K	Sell	9,775 -1,562	-14%	-$83.3K	0.11%	118
2021 Q1	$588K	Buy	+11,337	New	+$552K	0.14%	110

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Paradigm Financial Advisors's KBE Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 34% in Q4 2021, selling an estimated $178K and leaving 6,235 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #154.

Paradigm Financial Advisors first reported a position in KBE in Q1 2021 and has held it in 4 quarters since. The position peaked at $588K in Q1 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Paradigm Financial Advisors held 6,235 shares of State Street SPDR S&P Bank ETF worth $340K as of Q4 2021.
Paradigm Financial Advisors sold 3,206 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $178K.
State Street SPDR S&P Bank ETF made up 0.08% of Paradigm Financial Advisors's portfolio in Q4 2021, its #154 holding.
Paradigm Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 4 quarters since.
Paradigm Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $588K in Q1 2021.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.