Ayalon Insurance Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Ayalon Insurance Company’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
2021 Q3	–	Sell	-6,530	Closed	-$339K	–	152
2021 Q2	$339K	Buy	6,530 +3,031	+87%	+$162K	0.11%	99
2021 Q1	$183K	Buy	+3,499	New	+$171K	0.07%	104
2018 Q4	–	Sell	-5,560	Closed	-$257K	–	104
2018 Q3	$257K	Sell	5,560 -560	-9%	-$27.3K	0.21%	48
2018 Q2	$289K	Buy	+6,120	New	+$299K	0.24%	48
2016 Q3	–	Sell	-13,880	Closed	-$418K	–	85
2016 Q2	$418K	Buy	13,880 +4,700	+51%	+$149K	0.35%	36
2016 Q1	$280K	Buy	9,180 +8,480	+1,211%	+$251K	0.23%	47
2015 Q4	$24K	Hold	700	–	–	0.02%	116
2015 Q3	$24K	Hold	700	–	–	0.02%	116
2015 Q2	$26K	Hold	700	–	–	0.02%	130
2015 Q1	$23K	Buy	+700	New	+$22.8K	0.01%	141

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ayalon Insurance Company's KBE Position: Q3 2021 in Review

Ayalon Insurance Company sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 6,530 shares — an estimated $339K sold.

Ayalon Insurance Company first reported a position in KBE in Q1 2015 and held it in 10 quarters. The position peaked at $418K in Q2 2016. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Ayalon Insurance Company reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Ayalon Insurance Company sold 6,530 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $339K.
Ayalon Insurance Company first reported a position in State Street SPDR S&P Bank ETF in Q1 2015 and held it in 10 quarters.
Ayalon Insurance Company's State Street SPDR S&P Bank ETF position peaked at $418K in Q2 2016.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Ayalon Insurance Company's 13F filing for Q3 2021, filed 13 Oct 2021.