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

Advisors Preferred’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	-1,167	Closed	-$42.9K	–	220
2023 Q1	$42.9K	Buy	+1,167	New	+$52.5K	0.01%	112
2022 Q1	–	Sell	-233	Closed	-$13K	–	182
2021 Q4	$13K	Buy	+233	New	+$12.9K	﹤0.01%	163
2021 Q3	–	Sell	-7,124	Closed	-$369K	–	212
2021 Q2	$369K	Buy	+7,124	New	+$380K	0.04%	133
2018 Q3	–	Sell	-607	Closed	-$29K	–	222
2018 Q2	$29K	Sell	607 -2,384	-80%	-$116K	0.01%	182
2018 Q1	$143K	Buy	2,991 +2,475	+480%	+$123K	0.07%	83
2017 Q4	$24K	Buy	516 +470	+1,022%	+$21.6K	0.01%	165
2017 Q3	$2K	Buy	+46	New	+$1.97K	﹤0.01%	206
2017 Q2	–	Sell	-550	Closed	-$24	–	246
2017 Q1	$24	Sell	550 -616	-53%	-$27.1K	0.01%	156
2016 Q4	$51K	Buy	+1,166	New	+$45K	0.03%	130
2015 Q4	–	Sell	-290	Closed	-$10K	–	232
2015 Q3	$10K	Sell	290 -2,142	-88%	-$74.7K	0.01%	150
2015 Q2	$88K	Buy	2,432 +256	+12%	+$8.96K	0.05%	105
2015 Q1	$72.9K	Buy	+2,176	New	+$70.8K	0.04%	112
2014 Q2	–	Sell	-45,198	Closed	-$1.54M	–	397
2014 Q1	$1.54M	Buy	45,198 +38,814	+608%	+$1.28M	0.7%	53
2013 Q4	$211K	Buy	+6,384	New	+$203K	0.12%	99

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

Advisors Preferred's KBE Position: Q2 2023 in Review

Advisors Preferred sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 1,167 shares — an estimated $42.9K sold.

Advisors Preferred first reported a position in KBE in Q4 2013 and held it in 14 quarters. The position peaked at $1.54M in Q1 2014. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

Advisors Preferred reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
Advisors Preferred sold 1,167 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $42.9K.
Advisors Preferred first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 14 quarters.
Advisors Preferred's State Street SPDR S&P Bank ETF position peaked at $1.54M in Q1 2014.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on Advisors Preferred's 13F filing for Q2 2023, filed 4 Aug 2023.