Wealthcare Advisory Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-77	Closed	-$4K	–	1236
2021 Q1	$4K	Buy	+77	New	+$3.75K	﹤0.01%	1710
2020 Q2	–	Sell	-1	Closed	–	–	885
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1545
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1412
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1379
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1338
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1248
2018 Q4	$0	Sell	1 -460	-100%	-$19.5K	﹤0.01%	1243
2018 Q3	$21K	Sell	461 -93	-17%	-$4.53K	﹤0.01%	661
2018 Q2	$26K	Buy	554 +96	+21%	+$4.69K	0.01%	606
2018 Q1	$22K	Sell	458 -2,006	-81%	-$99.7K	0.01%	564
2017 Q4	$117K	Buy	2,464 +2,111	+598%	+$97.1K	0.03%	234
2017 Q3	$16K	Buy	+353	New	+$15.1K	﹤0.01%	462

Other funds holding KBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

EDRH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's KBE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2021, closing a stake of 77 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in KBE in Q3 2017 and held it in 12 quarters. The position peaked at $117K in Q4 2017. 276 funds tracked by Wall St. Rank hold KBE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 77 State Street SPDR S&P Bank ETF shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Bank ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's State Street SPDR S&P Bank ETF position peaked at $117K in Q4 2017.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.