Bank Hapoalim BM’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bank Hapoalim BM’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	-130,000	Closed	-$4.68M	–	148
2023 Q2	$4.68M	Buy	+130,000	New	+$4.63M	0.67%	43
2022 Q4	–	Sell	-374,000	Closed	-$16.6M	–	164
2022 Q3	$16.6M	Buy	+374,000	New	+$17.8M	2.08%	14
2022 Q1	–	Sell	-288,019	Closed	-$25.8M	–	217
2021 Q4	$25.8M	Buy	288,019 +51,955	+22%	+$2.88M	2.59%	6
2021 Q3	$12.5M	Hold	236,064	–	–	1.31%	20
2021 Q2	$12.1M	Buy	236,064 +232,000	+5,709%	+$12.4M	1.37%	21
2021 Q1	$211K	Buy	+4,064	New	+$198K	0.03%	223
2020 Q1	–	Sell	-5,421	Closed	-$256K	–	174
2019 Q4	$256K	Sell	5,421 -328	-6%	-$14.9K	0.06%	150
2019 Q3	$249K	Sell	5,749 -331	-5%	-$14.1K	0.06%	144
2019 Q2	$264K	Sell	6,080 -310	-5%	-$13.5K	0.06%	145
2019 Q1	$267K	Sell	6,390 -4,609	-42%	-$198K	0.06%	141
2018 Q4	$411K	Sell	10,999 -5,409	-33%	-$229K	0.13%	112
2018 Q3	$764K	Sell	16,408 -1,335	-8%	-$65K	0.19%	90
2018 Q2	$837K	Sell	17,743 -150,645	-89%	-$7.36M	0.23%	83
2018 Q1	$8.06M	Sell	168,388 -216	-0.1%	-$10.7K	2.09%	13
2017 Q4	$7.98K	Sell	168,604 -1,203	-0.7%	-$55.3K	1.75%	15
2017 Q3	$7.66M	Buy	169,807 +150,140	+763%	+$6.44M	1.74%	15
2017 Q2	$856K	Sell	19,667 -620	-3%	-$26.4K	0.2%	91
2017 Q1	$872K	Sell	20,287 -13,581	-40%	-$598K	0.2%	93
2016 Q4	$1.47M	Buy	33,868 +21,830	+181%	+$843K	0.39%	59
2016 Q3	$402K	Buy	12,038 +770	+7%	+$25K	0.09%	142
2016 Q2	$343K	Sell	11,268 -149	-1%	-$4.72K	0.08%	138
2016 Q1	$347K	Sell	11,417 -3,387	-23%	-$100K	0.08%	125
2015 Q4	$501K	Sell	14,804 -969	-6%	-$33.7K	0.11%	111
2015 Q3	$524K	Sell	15,773 -170	-1%	-$5.93K	0.12%	104
2015 Q2	$578K	Sell	15,943 -2,305	-13%	-$80.7K	0.11%	117
2015 Q1	$611K	Sell	18,248 -324	-2%	-$10.5K	0.11%	109
2014 Q4	$623K	Sell	18,572 -4,398	-19%	-$143K	0.13%	102
2014 Q3	$733K	Sell	22,970 -834	-4%	-$27.1K	0.17%	90
2014 Q2	$796K	Sell	23,804 -1,237	-5%	-$40.3K	0.2%	76
2014 Q1	$852K	Hold	25,041	–	–	0.23%	64
2013 Q4	$831K	Buy	+25,041	New	+$795K	0.25%	65

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

Bank Hapoalim BM's KBE Position: Q3 2023 in Review

Bank Hapoalim BM sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 130,000 shares — an estimated $4.68M sold.

Bank Hapoalim BM first reported a position in KBE in Q4 2013 and held it in 31 quarters. The position peaked at $25.8M in Q4 2021. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Bank Hapoalim BM reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Bank Hapoalim BM sold 130,000 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $4.68M.
Bank Hapoalim BM first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 31 quarters.
Bank Hapoalim BM's State Street SPDR S&P Bank ETF position peaked at $25.8M in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Bank Hapoalim BM's 13F filing for Q3 2023, filed 24 Oct 2023.