Sterling Financial Planning’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sterling Financial Planning’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	–	Sell	-76	Closed	-$4K	–	252
2021 Q3	$4K	Hold	76	–	–	﹤0.01%	382
2021 Q2	$4K	Hold	76	–	–	﹤0.01%	362
2021 Q1	$4K	Buy	76 +1	+1%	+$49	﹤0.01%	337
2020 Q4	$3K	Buy	+75	New	+$2.78K	﹤0.01%	327

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

Sterling Financial Planning's KBE Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 76 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in KBE in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 76 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $4K.
Sterling Financial Planning first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR S&P Bank ETF position peaked at $4K in Q3 2021.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.