AIM
KBE icon

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

Aspen 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
2024
Q2 		– Sell
-14,780
Closed -$696K – 155
2024
Q1 		$696K Buy
14,780
+70
+0.5% +$3.14K 0.35% 80
2023
Q4 		$677K Buy
+14,710
New +$582K 0.38% 76

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Aspen Investment Management's KBE Position: Q2 2024 in Review

Aspen Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 14,780 shares — an estimated $696K sold.

Aspen Investment Management first reported a position in KBE in Q4 2023 and held it in 2 quarters. The position peaked at $696K in Q1 2024. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

  • Aspen Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
  • Aspen Investment Management sold 14,780 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $696K.
  • Aspen Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 2 quarters.
  • Aspen Investment Management's State Street SPDR S&P Bank ETF position peaked at $696K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Aspen Investment Management's 13F filing for Q2 2024, filed 26 Jul 2024.