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

WealthOne’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	–	Sell	-8,629	Closed	-$443K	–	137
2021 Q2	$443K	Buy	+8,629	New	+$460K	0.17%	69

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WealthOne's KBE Position: Q3 2021 in Review

WealthOne sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 8,629 shares — an estimated $443K sold.

WealthOne first reported a position in KBE in Q2 2021 and held it in 1 quarter. The position peaked at $443K in Q2 2021. 263 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

WealthOne reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
WealthOne sold 8,629 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $443K.
WealthOne first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 1 quarter.
WealthOne's State Street SPDR S&P Bank ETF position peaked at $443K in Q2 2021.
263 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on WealthOne's 13F filing for Q3 2021, filed 1 Nov 2021.