Wealth Management Solutions’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
2023
Q1
Sell
-19,915
Closed -$899K 97
2022
Q4
$899K Sell
19,915
-22,226
-53% -$1.04M 0.47% 26
2022
Q3
$1.87M Sell
42,141
-71,101
-63% -$3.38M 1.09% 16
2022
Q2
$4.97M Buy
113,242
+39,586
+54% +$1.88M 2.8% 12
2022
Q1
$3.86M Buy
+73,656
New +$4.11M 2% 17

Other funds holding KBE

Wealth Management Solutions's KBE Position: Q1 2023 in Review

Wealth Management Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 19,915 shares — an estimated $899K sold.

Wealth Management Solutions first reported a position in KBE in Q1 2022 and held it in 4 quarters. The position peaked at $4.97M in Q2 2022. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

  • Wealth Management Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 19,915 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $899K.
  • Wealth Management Solutions first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 4 quarters.
  • Wealth Management Solutions's State Street SPDR S&P Bank ETF position peaked at $4.97M in Q2 2022.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Wealth Management Solutions's 13F filing for Q1 2023, filed 5 May 2023.