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AA
Ancora Advisors’s
State Street SPDR S&P Bank ETF
KBE
Stock Holding History
Ancora Advisors’s Portfolio
KBE Stock Details
KBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-200
Closed
-$10.6K
–
1849
2024
Q3
$10.6K
Sell
200
-200
-50%
-$10.2K
﹤0.01%
1311
2024
Q2
$18.6K
Hold
400
–
–
﹤0.01%
1180
2024
Q1
$18.8K
Hold
400
–
–
﹤0.01%
1206
2023
Q4
$18.4K
Sell
400
-500
-56%
-$19.8K
﹤0.01%
1180
2023
Q3
$33.2K
Hold
900
–
–
﹤0.01%
1014
2023
Q2
$32.4K
Hold
900
–
–
﹤0.01%
1016
2023
Q1
$33.4K
Buy
+900
New
+$40.5K
﹤0.01%
1002
2022
Q3
–
Sell
-250
Closed
-$11K
–
2109
2022
Q2
$11K
Hold
250
–
–
﹤0.01%
1573
2022
Q1
$13K
Hold
250
–
–
﹤0.01%
1661
2021
Q4
$14K
Hold
250
–
–
﹤0.01%
1686
2021
Q3
$13K
Hold
250
–
–
﹤0.01%
1611
2021
Q2
$13K
Hold
250
–
–
﹤0.01%
1470
2021
Q1
$13K
Hold
250
–
–
﹤0.01%
1394
2020
Q4
$10K
Buy
+250
New
+$9.27K
﹤0.01%
1200
2020
Q1
–
Sell
-447
Closed
-$21K
–
1459
2019
Q4
$21K
Buy
+447
New
+$20.3K
﹤0.01%
1062
2018
Q4
–
Sell
-447
Closed
-$21K
–
937
2018
Q3
$21K
Buy
+447
New
+$21.8K
﹤0.01%
1061
2017
Q1
–
Sell
-447
Closed
-$19K
–
867
2016
Q4
$19K
Buy
+447
New
+$17.3K
﹤0.01%
946
Other funds holding KBE
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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