Stratos Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Stratos Wealth 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
2024 Q4	–	Sell	-4,623	Closed	-$245K	–	754
2024 Q3	$245K	Buy	+4,623	New	+$237K	0.01%	657
2021 Q3	–	Sell	-32,930	Closed	-$1.69M	–	539
2021 Q2	$1.69M	Buy	32,930 +14,375	+77%	+$767K	0.15%	175
2021 Q1	$963K	Buy	+18,555	New	+$904K	0.1%	211

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Stratos Wealth Advisors's KBE Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 4,623 shares — an estimated $245K sold.

Stratos Wealth Advisors first reported a position in KBE in Q1 2021 and held it in 3 quarters. The position peaked at $1.69M in Q2 2021. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Stratos Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 4,623 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $245K.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 3 quarters.
Stratos Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $1.69M in Q2 2021.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.