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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-100
Closed -$5K 1179
2021
Q4
$5K Sell
100
-363
-78% -$20.1K ﹤0.01% 1053
2021
Q3
$25K Buy
463
+2
+0.4% +$102 ﹤0.01% 671
2021
Q2
$24K Buy
461
+1
+0.2% +$53 ﹤0.01% 717
2021
Q1
$24K Buy
460
+3
+0.7% +$146 ﹤0.01% 601
2020
Q4
$19K Buy
+457
New +$16.9K ﹤0.01% 597

Other funds holding KBE

Tradition Wealth Management's KBE Position: Q1 2022 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in KBE in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q3 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

  • Tradition Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 100 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $5K.
  • Tradition Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 5 quarters.
  • Tradition Wealth Management's State Street SPDR S&P Bank ETF position peaked at $25K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.