Wealthspire Advisors (Maryland)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,626	Closed	-$110K	–	1254
2019 Q1	$110K	Buy	2,626 +408	+18%	+$17.5K	0.01%	609
2018 Q4	$83K	Buy	2,218 +2,149	+3,114%	+$91.1K	0.01%	669
2018 Q3	$3K	Hold	69	–	–	﹤0.01%	2040
2018 Q2	$3K	Hold	69	–	–	﹤0.01%	2017
2018 Q1	$3K	Hold	69	–	–	﹤0.01%	2030
2017 Q4	$3K	Hold	69	–	–	﹤0.01%	1995
2017 Q3	$3K	Hold	69	–	–	﹤0.01%	1909
2017 Q2	$3K	Buy	+69	New	+$2.93K	﹤0.01%	1894
2016 Q4	–	Sell	-1,430	Closed	-$48K	–	1804
2016 Q3	$48K	Hold	1,430	–	–	0.01%	783
2016 Q2	$44K	Hold	1,430	–	–	0.01%	771
2016 Q1	$43K	Hold	1,430	–	–	0.01%	739
2015 Q4	$48K	Buy	+1,430	New	+$49.8K	0.01%	725

Other funds holding KBE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KBE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2019, closing a stake of 2,626 shares — an estimated $110K sold.

Wealthspire Advisors (Maryland) first reported a position in KBE in Q4 2015 and held it in 12 quarters. The position peaked at $110K in Q1 2019. 199 funds tracked by Wall St. Rank hold KBE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,626 State Street SPDR S&P Bank ETF shares in Q2 2019, an estimated $110K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Bank ETF position peaked at $110K in Q1 2019.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.