Beaumont Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Beaumont Capital 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 Q3	–	Sell	-4,681	Closed	-$217K	–	53
2024 Q2	$217K	Buy	+4,681	New	+$213K	0.17%	47
2021 Q3	–	Sell	-23,815	Closed	-$1.22M	–	47
2021 Q2	$1.22M	Buy	+23,815	New	+$1.27M	1.2%	21

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

HIIFS

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Beaumont Capital Management's KBE Position: Q3 2024 in Review

Beaumont Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 4,681 shares — an estimated $217K sold.

Beaumont Capital Management first reported a position in KBE in Q2 2021 and held it in 2 quarters. The position peaked at $1.22M in Q2 2021. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Beaumont Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Beaumont Capital Management sold 4,681 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $217K.
Beaumont Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 2 quarters.
Beaumont Capital Management's State Street SPDR S&P Bank ETF position peaked at $1.22M in Q2 2021.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Beaumont Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.