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

TCI 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
2023 Q2	–	Sell	-1,810	Closed	-$67.1K	–	1249
2023 Q1	$67.1K	Hold	1,810	–	–	0.01%	364
2022 Q4	$81.7K	Sell	1,810 -1,059	-37%	-$49.7K	0.01%	304
2022 Q3	$127K	Buy	2,869 +259	+10%	+$12.3K	0.02%	210
2022 Q2	$115K	Hold	2,610	–	–	0.02%	234
2022 Q1	$136K	Buy	2,610 +135	+5%	+$7.53K	0.02%	220
2021 Q4	$135K	Hold	2,475	–	–	0.02%	220
2021 Q3	$131K	Buy	2,475 +482	+24%	+$24.5K	0.02%	247
2021 Q2	$102K	Buy	1,993 +183	+10%	+$9.76K	0.02%	273
2021 Q1	$94K	Hold	1,810	–	–	0.04%	248
2020 Q4	$76K	Hold	1,810	–	–	0.03%	267
2020 Q3	$53K	Hold	1,810	–	–	0.02%	302
2020 Q2	$57K	Hold	1,810	–	–	0.02%	291
2020 Q1	$49K	Sell	1,810 -5,700	-76%	-$228K	0.02%	312
2019 Q4	$355K	Buy	7,510 +5,700	+315%	+$258K	0.14%	114
2019 Q3	$78K	Hold	1,810	–	–	0.03%	255
2019 Q2	$78K	Hold	1,810	–	–	0.04%	252
2019 Q1	$76K	Hold	1,810	–	–	0.03%	277
2018 Q4	$68K	Hold	1,810	–	–	0.03%	269
2018 Q3	$84K	Hold	1,810	–	–	0.04%	260
2018 Q2	$85K	Hold	1,810	–	–	0.04%	246
2018 Q1	$87K	Hold	1,810	–	–	0.04%	247
2017 Q4	$86K	Hold	1,810	–	–	0.04%	256
2017 Q3	$82K	Hold	1,810	–	–	0.04%	241
2017 Q2	$79K	Hold	1,810	–	–	0.04%	239
2017 Q1	$78K	Hold	1,810	–	–	0.04%	241
2016 Q4	$79K	Hold	1,810	–	–	0.04%	260
2016 Q3	$60K	Hold	1,810	–	–	0.03%	283
2016 Q2	$55K	Hold	1,810	–	–	0.03%	289
2016 Q1	$55K	Hold	1,810	–	–	0.03%	289
2015 Q4	$61K	Hold	1,810	–	–	0.03%	280
2015 Q3	$60K	Hold	1,810	–	–	0.04%	259
2015 Q2	$66K	Hold	1,810	–	–	0.04%	244
2015 Q1	$61K	Hold	1,810	–	–	0.04%	220
2014 Q4	$61K	Hold	1,810	–	–	0.04%	229
2014 Q3	$58K	Sell	1,810 -100	-5%	-$3.25K	0.04%	226
2014 Q2	$60K	Buy	1,910 +100	+6%	+$3.26K	0.04%	231
2014 Q1	$62K	Hold	1,810	–	–	0.04%	213
2013 Q4	$60K	Hold	1,810	–	–	0.04%	226
2013 Q3	$54K	Hold	1,810	–	–	0.04%	206
2013 Q2	$52K	Buy	+1,810	New	+$49.5K	0.04%	211

Other funds holding KBE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's KBE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 1,810 shares — an estimated $67.1K sold.

TCI Wealth Advisors first reported a position in KBE in Q2 2013 and held it in 40 quarters. The position peaked at $355K in Q4 2019. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,810 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $67.1K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $355K in Q4 2019.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.