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

Professional 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 Q3	–	Sell	-44	Closed	-$2K	–	418
2021 Q2	$2K	Buy	+44	New	+$2.35K	﹤0.01%	372

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Professional Financial Advisors's KBE Position: Q3 2021 in Review

Professional Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 44 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in KBE in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Professional Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Professional Financial Advisors sold 44 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $2K.
Professional Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 1 quarter.
Professional Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $2K in Q2 2021.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Professional Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.