TMD Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

TMD Wealth Management’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 Q1	–	Sell	-5,349	Closed	-$242K	–	52
2022 Q4	$242K	Hold	5,349	–	–	0.11%	37
2022 Q3	$237K	Buy	+5,349	New	+$254K	0.11%	36

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IUHSA

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TMD Wealth Management's KBE Position: Q1 2023 in Review

TMD Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 5,349 shares — an estimated $242K sold.

TMD Wealth Management first reported a position in KBE in Q3 2022 and held it in 2 quarters. The position peaked at $242K in Q4 2022. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

TMD Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
TMD Wealth Management sold 5,349 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $242K.
TMD Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2022 and held it in 2 quarters.
TMD Wealth Management's State Street SPDR S&P Bank ETF position peaked at $242K in Q4 2022.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on TMD Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.