Western Wealth Management’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
2022
Q4
Sell
-4,577
Closed -$202K 711
2022
Q3
$202K Buy
+4,577
New +$218K 0.01% 750
2022
Q2
Sell
-4,376
Closed -$230K 823
2022
Q1
$230K Buy
+4,376
New +$244K 0.01% 754

Other funds holding KBE

Western Wealth Management's KBE Position: Q4 2022 in Review

Western Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 4,577 shares — an estimated $202K sold.

Western Wealth Management first reported a position in KBE in Q1 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

  • Western Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 4,577 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $202K.
  • Western Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's State Street SPDR S&P Bank ETF position peaked at $230K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.