USCA RIA’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
2021
Q2
$4.35M Buy
84,762
+9,769
+13% +$521K 0.26% 109
2021
Q1
$3.89M Buy
+74,993
New +$3.65M 0.26% 112

Other funds holding KBE

USCA RIA's KBE Position: Q2 2021 in Review

USCA RIA increased its State Street SPDR S&P Bank ETF (KBE) stake by 13% in Q2 2021, buying an estimated $521K and bringing the position to 84,762 shares worth $4.35M. The position accounts for 0.26% of the portfolio, ranked #109.

USCA RIA first reported a position in KBE in Q1 2021 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

  • USCA RIA held 84,762 shares of State Street SPDR S&P Bank ETF worth $4.35M as of Q2 2021.
  • USCA RIA bought 9,769 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $521K.
  • State Street SPDR S&P Bank ETF made up 0.26% of USCA RIA's portfolio in Q2 2021, its #109 holding.
  • USCA RIA first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.