RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2021 Q4	–	Sell	-65	Closed	-$3.44K	–	1138
2021 Q3	$3.44K	Hold	65	–	–	﹤0.01%	467
2021 Q2	$3.34K	Hold	65	–	–	﹤0.01%	478
2021 Q1	$3.37K	Hold	65	–	–	﹤0.01%	496
2020 Q4	$2.72K	Hold	65	–	–	﹤0.01%	477
2020 Q3	$1.91K	Hold	65	–	–	﹤0.01%	505
2020 Q2	$2.05K	Hold	65	–	–	﹤0.01%	467
2020 Q1	$1.75K	Hold	65	–	–	﹤0.01%	454
2019 Q4	$3.07K	Hold	65	–	–	﹤0.01%	329
2019 Q3	$2.81K	Buy	+65	New	+$2.77K	﹤0.01%	333
2019 Q2	–	Sell	-65	Closed	-$2.71K	–	1076
2019 Q1	$2.71K	Hold	65	–	–	﹤0.01%	303
2018 Q4	$2.43K	Hold	65	–	–	﹤0.01%	327
2018 Q3	$3.03K	Hold	65	–	–	﹤0.01%	319
2018 Q2	$3.06K	Hold	65	–	–	﹤0.01%	306
2018 Q1	$3.11K	Hold	65	–	–	﹤0.01%	291
2017 Q4	$3.08K	Hold	65	–	–	﹤0.01%	233
2017 Q3	$2.93K	Hold	65	–	–	﹤0.01%	250
2017 Q2	$2.83K	Buy	+65	New	+$2.76K	﹤0.01%	257

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

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KBE Position: Q4 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 65 shares — an estimated $3.44K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KBE in Q2 2017 and held it in 17 quarters. The position peaked at $3.44K in Q3 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 65 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $3.44K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 17 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR S&P Bank ETF position peaked at $3.44K in Q3 2021.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2021, filed 27 Jul 2026.