Abbot Financial Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Abbot Financial Management’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
2023 Q2	–	Sell	-9,113	Closed	-$338K	–	114
2023 Q1	$338K	Sell	9,113 -107	-1%	-$4.81K	0.23%	92
2022 Q4	$416K	Sell	9,220 -175	-2%	-$8.21K	0.28%	82
2022 Q3	$416K	Buy	9,395 +7	+0.1%	+$333	0.3%	84
2022 Q2	$412K	Sell	9,388 -24	-0.3%	-$1.14K	0.25%	89
2022 Q1	$493K	Buy	9,412 +579	+7%	+$32.3K	0.24%	88
2021 Q4	$482K	Sell	8,833 -116	-1%	-$6.43K	0.22%	87
2021 Q3	$474K	Buy	8,949 +586	+7%	+$29.7K	0.22%	88
2021 Q2	$429K	Buy	8,363 +5	+0.1%	+$267	0.19%	92
2021 Q1	$434K	Buy	8,358 +7	+0.1%	+$341	0.2%	88
2020 Q4	$349K	Buy	8,351 +313	+4%	+$11.6K	0.2%	92
2020 Q3	$237K	Buy	8,038 +11	+0.1%	+$342	0.15%	103
2020 Q2	$253K	Buy	+8,027	New	+$242K	0.17%	101

Other funds holding KBE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Abbot Financial Management's KBE Position: Q2 2023 in Review

Abbot Financial Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 9,113 shares — an estimated $338K sold.

Abbot Financial Management first reported a position in KBE in Q2 2020 and held it in 12 quarters. The position peaked at $493K in Q1 2022. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

Abbot Financial Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
Abbot Financial Management sold 9,113 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $338K.
Abbot Financial Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 12 quarters.
Abbot Financial Management's State Street SPDR S&P Bank ETF position peaked at $493K in Q1 2022.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on Abbot Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.