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

VCI 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
2024
Q2 		– Sell
-24,603
Closed -$1.16M – 99
2024
Q1 		$1.16M Sell
24,603
-4,769
-16% -$214K 0.78% 32
2023
Q4 		$1.35M Buy
+29,372
New +$1.16M 0.82% 31

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCI Wealth Management's KBE Position: Q2 2024 in Review

VCI Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 24,603 shares — an estimated $1.16M sold.

VCI Wealth Management first reported a position in KBE in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q4 2023. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

  • VCI Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
  • VCI Wealth Management sold 24,603 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $1.16M.
  • VCI Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 2 quarters.
  • VCI Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.35M in Q4 2023.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on VCI Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.