Swaine & Leidel Wealth Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Swaine & Leidel Wealth Services’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	$286K	Buy	+5,419	New	+$275K	0.25%	52

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

Swaine & Leidel Wealth Services's KBE Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2021: 5,419 shares worth $286K. The stake represents 0.25% of the portfolio and ranks #52 among its holdings.

262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Swaine & Leidel Wealth Services held 5,419 shares of State Street SPDR S&P Bank ETF worth $286K as of Q3 2021.
State Street SPDR S&P Bank ETF was a new Swaine & Leidel Wealth Services position in Q3 2021.
State Street SPDR S&P Bank ETF made up 0.25% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #52 holding.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.