Anchor Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Anchor Investment 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 Q3	–	Sell	-50	Closed	-$1.8K	–	990
2023 Q2	$1.8K	Hold	50	–	–	﹤0.01%	886
2023 Q1	$1.85K	Hold	50	–	–	﹤0.01%	908
2022 Q4	$2.26K	Hold	50	–	–	﹤0.01%	867
2022 Q3	$2.21K	Hold	50	–	–	﹤0.01%	882
2022 Q2	$2.19K	Hold	50	–	–	﹤0.01%	885
2022 Q1	$2.62K	Hold	50	–	–	﹤0.01%	892
2021 Q4	$2.73K	Hold	50	–	–	﹤0.01%	918
2021 Q3	$2.65K	Hold	50	–	–	﹤0.01%	831
2021 Q2	$2.57K	Hold	50	–	–	﹤0.01%	860
2021 Q1	$2.59K	Hold	50	–	–	﹤0.01%	848
2020 Q4	$2.09K	Hold	50	–	–	﹤0.01%	842
2020 Q3	$1.47K	Hold	50	–	–	﹤0.01%	836
2020 Q2	$1.58K	Hold	50	–	–	﹤0.01%	807
2020 Q1	$1.35K	Hold	50	–	–	﹤0.01%	794
2019 Q4	$2.37K	Hold	50	–	–	﹤0.01%	758
2019 Q3	$2.16K	Hold	50	–	–	﹤0.01%	747
2019 Q2	$2.17K	Hold	50	–	–	﹤0.01%	746
2019 Q1	$2.09K	Hold	50	–	–	﹤0.01%	744
2018 Q4	$1.87K	Hold	50	–	–	﹤0.01%	765
2018 Q3	$2.33K	Hold	50	–	–	﹤0.01%	770
2018 Q2	$2.36K	Buy	50 +33	+194%	+$1.61K	﹤0.01%	789
2018 Q1	$814	Hold	17	–	–	﹤0.01%	784
2017 Q4	$805	Buy	+17	New	+$782	﹤0.01%	790

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

IUHSA

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Anchor Investment Management's KBE Position: Q3 2023 in Review

Anchor Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 50 shares — an estimated $1.8K sold.

Anchor Investment Management first reported a position in KBE in Q4 2017 and held it in 23 quarters. The position peaked at $2.73K in Q4 2021. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Anchor Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 50 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $1.8K.
Anchor Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 23 quarters.
Anchor Investment Management's State Street SPDR S&P Bank ETF position peaked at $2.73K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.