Capital Analysts LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-274	Closed	-$12K	–	1030
2022 Q4	$12K	Buy	+274	New	+$12.9K	﹤0.01%	829
2021 Q2	–	Sell	-56	Closed	-$3K	–	1023
2021 Q1	$3K	Buy	+56	New	+$2.73K	﹤0.01%	920

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's KBE Position: Q1 2023 in Review

Capital Analysts LLC sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 274 shares — an estimated $12K sold.

Capital Analysts LLC first reported a position in KBE in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2022. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Capital Analysts LLC reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 274 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $12K.
Capital Analysts LLC first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 2 quarters.
Capital Analysts LLC's State Street SPDR S&P Bank ETF position peaked at $12K in Q4 2022.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.