Private Wealth Advisors (California)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Private Wealth Advisors (California)’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
2022 Q2	–	Sell	-60,418	Closed	-$3.16M	–	95
2022 Q1	$3.16M	Buy	60,418 +2,166	+4%	+$121K	1.01%	25
2021 Q4	$3.18M	Buy	58,252 +613	+1%	+$34K	0.68%	34
2021 Q3	$3.17M	Buy	57,639 +504	+0.9%	+$25.6K	0.76%	32
2021 Q2	$2.93M	Buy	57,135 +4,072	+8%	+$217K	0.9%	22
2021 Q1	$2.75M	Buy	53,063 +6,223	+13%	+$303K	0.93%	22
2020 Q4	$2.16M	Buy	46,840 +2,736	+6%	+$101K	0.75%	24
2020 Q3	$1.3M	Buy	+44,104	New	+$1.37M	0.67%	28
2020 Q1	–	Sell	-20,117	Closed	-$951K	–	68
2019 Q4	$951K	Buy	+20,117	New	+$912K	0.55%	44

Other funds holding KBE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIH

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IUHSA

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

Private Wealth Advisors (California)'s KBE Position: Q2 2022 in Review

Private Wealth Advisors (California) sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 60,418 shares — an estimated $3.16M sold.

Private Wealth Advisors (California) first reported a position in KBE in Q4 2019 and held it in 8 quarters. The position peaked at $3.18M in Q4 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Private Wealth Advisors (California) reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Private Wealth Advisors (California) sold 60,418 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $3.16M.
Private Wealth Advisors (California) first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 8 quarters.
Private Wealth Advisors (California)'s State Street SPDR S&P Bank ETF position peaked at $3.18M in Q4 2021.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2022, filed 15 Aug 2022.