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

Wealth Quarterback’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
Q3 		$2K Hold
35
– – ﹤0.01% 723
2021
Q2 		$2K Buy
+35
New +$1.87K ﹤0.01% 754
2020
Q2 		– Sell
-350
Closed -$6.77K – 448
2020
Q1 		$6.77K Hold
350
– – 0.01% 558
2019
Q4 		$16.5K Buy
+350
New +$15.9K 0.01% 397

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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

Wealth Quarterback's KBE Position: Q3 2021 in Review

Wealth Quarterback held its State Street SPDR S&P Bank ETF (KBE) position steady in Q3 2021 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Wealth Quarterback first reported a position in KBE in Q4 2019 and has held it in 4 quarters since. The position peaked at $16.5K in Q4 2019. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

  • Wealth Quarterback held 35 shares of State Street SPDR S&P Bank ETF worth $2K as of Q3 2021.
  • Wealth Quarterback left its State Street SPDR S&P Bank ETF share count unchanged in Q3 2021.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #723 holding.
  • Wealth Quarterback first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's State Street SPDR S&P Bank ETF position peaked at $16.5K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.