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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ancora Advisors's KBE Position: Q4 2024 in Review

Ancora Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 200 shares — an estimated $10.6K sold.

Ancora Advisors first reported a position in KBE in Q4 2016 and held it in 17 quarters. The position peaked at $33.4K in Q1 2023. 258 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Ancora Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Ancora Advisors sold 200 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $10.6K.
Ancora Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 17 quarters.
Ancora Advisors's State Street SPDR S&P Bank ETF position peaked at $33.4K in Q1 2023.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.