WBH Advisory’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
Q2
Sell
-5,104
Closed -$248K 313
2022
Q1
$248K Sell
5,104
-7,551
-60% -$421K 0.03% 283
2021
Q4
$690K Sell
12,655
-19,713
-61% -$1.09M 0.08% 192
2021
Q3
$1.71M Buy
+32,368
New +$1.64M 0.23% 93

Other funds holding KBE

WBH Advisory's KBE Position: Q2 2022 in Review

WBH Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 5,104 shares — an estimated $248K sold.

WBH Advisory first reported a position in KBE in Q3 2021 and held it in 3 quarters. The position peaked at $1.71M in Q3 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

  • WBH Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
  • WBH Advisory sold 5,104 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $248K.
  • WBH Advisory first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and held it in 3 quarters.
  • WBH Advisory's State Street SPDR S&P Bank ETF position peaked at $1.71M in Q3 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on WBH Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.