RPg Family Wealth Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

RPg Family Wealth Advisory’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	-1,583	Closed	-$82.9K	–	217
2022 Q1	$82.9K	Hold	1,583	–	–	0.04%	134
2021 Q4	$86.4K	Hold	1,583	–	–	0.03%	142
2021 Q3	$83.8K	Hold	1,583	–	–	0.04%	142
2021 Q2	$81.2K	Buy	+1,583	New	+$84.5K	0.03%	150
2020 Q4	$66.2K	Hold	1,583	–	–	0.03%	150
2020 Q3	$46.6K	Hold	1,583	–	–	0.02%	164
2020 Q2	$49.9K	Hold	1,583	–	–	0.03%	156
2020 Q1	$42.7K	Hold	1,583	–	–	0.03%	146
2019 Q4	$74.9K	Hold	1,583	–	–	0.04%	135
2019 Q3	$68.3K	Hold	1,583	–	–	0.04%	144
2019 Q2	$68.6K	Hold	1,583	–	–	0.04%	140
2019 Q1	$66.1K	Hold	1,583	–	–	0.04%	150
2018 Q4	$59.1K	Hold	1,583	–	–	0.06%	100
2018 Q3	$73.7K	Hold	1,583	–	–	0.06%	94
2018 Q2	$74.7K	Hold	1,583	–	–	0.06%	96
2018 Q1	$75.8K	Hold	1,583	–	–	0.06%	82
2017 Q4	$74.9K	Hold	1,583	–	–	0.06%	88
2017 Q3	$71.4K	Hold	1,583	–	–	0.06%	100
2017 Q2	$68.9K	Hold	1,583	–	–	0.06%	106
2017 Q1	$68K	Buy	+1,583	New	+$69.7K	0.06%	110

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

RPg Family Wealth Advisory's KBE Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 1,583 shares — an estimated $82.9K sold.

RPg Family Wealth Advisory first reported a position in KBE in Q1 2017 and held it in 20 quarters. The position peaked at $86.4K in Q4 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

RPg Family Wealth Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,583 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $82.9K.
RPg Family Wealth Advisory first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's State Street SPDR S&P Bank ETF position peaked at $86.4K in Q4 2021.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.