RWA Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

RWA Wealth Partners’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
2024 Q1	–	Sell	-76,425	Closed	-$3.52M	–	545
2023 Q4	$3.52M	Buy	+76,425	New	+$3.02M	0.05%	164
2021 Q2	–	Sell	-131,540	Closed	-$6.82M	–	248
2021 Q1	$6.82M	Sell	131,540 -22,541	-15%	-$1.1M	0.55%	53
2020 Q4	$6.44M	Buy	+154,081	New	+$5.71M	0.57%	44
2020 Q1	–	Sell	-4,552	Closed	-$215K	–	230
2019 Q4	$215K	Buy	+4,552	New	+$206K	0.02%	230
2019 Q3	–	Sell	-5,956	Closed	-$258K	–	239
2019 Q2	$258K	Sell	5,956 -1,353	-19%	-$58.8K	0.03%	200
2019 Q1	$305K	Sell	7,309 -12,894	-64%	-$553K	0.03%	185
2018 Q4	$755K	Sell	20,203 -9,279	-31%	-$393K	0.1%	127
2018 Q3	$1.37M	Sell	29,482 -60,253	-67%	-$2.94M	0.15%	104
2018 Q2	$4.23M	Sell	89,735 -74,907	-45%	-$3.66M	0.47%	49
2018 Q1	$7.88M	Sell	164,642 -53,119	-24%	-$2.64M	1.01%	21
2017 Q4	$10.3M	Buy	217,761 +72,520	+50%	+$3.34M	1.16%	16
2017 Q3	$6.55M	Sell	145,241 -68,344	-32%	-$2.93M	0.74%	33
2017 Q2	$9.29M	Sell	213,585 -160,570	-43%	-$6.82M	1.14%	21
2017 Q1	$16.1M	Buy	+374,155	New	+$16.5M	2.11%	9

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners's KBE Position: Q1 2024 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 76,425 shares — an estimated $3.52M sold.

RWA Wealth Partners first reported a position in KBE in Q1 2017 and held it in 14 quarters. The position peaked at $16.1M in Q1 2017. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

RWA Wealth Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
RWA Wealth Partners sold 76,425 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $3.52M.
RWA Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 14 quarters.
RWA Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $16.1M in Q1 2017.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on RWA Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.