Advisor Resource Council’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Advisor Resource Council’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
2024 Q2	–	Sell	-4,924	Closed	-$227K	–	144
2024 Q1	$227K	Buy	+4,924	New	+$221K	0.1%	204
2022 Q2	–	Sell	-4,183	Closed	-$219K	–	537
2022 Q1	$219K	Sell	4,183 -83,298	-95%	-$4.65M	0.07%	189
2021 Q4	$4.77M	Buy	87,481 +79,191	+955%	+$4.39M	0.37%	50
2021 Q3	$439K	Sell	8,290 -18,792	-69%	-$954K	0.13%	145
2021 Q2	$1.39M	Buy	+27,082	New	+$1.44M	0.15%	157

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Advisor Resource Council's KBE Position: Q2 2024 in Review

Advisor Resource Council sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 4,924 shares — an estimated $227K sold.

Advisor Resource Council first reported a position in KBE in Q2 2021 and held it in 5 quarters. The position peaked at $4.77M in Q4 2021. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

Advisor Resource Council reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
Advisor Resource Council sold 4,924 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $227K.
Advisor Resource Council first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's State Street SPDR S&P Bank ETF position peaked at $4.77M in Q4 2021.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.