Capital Asset Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-51	Closed	-$2K	–	451
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	440
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	547
2022 Q1	$3K	Buy	+51	New	+$2.85K	﹤0.01%	532
2021 Q4	–	Sell	-161	Closed	-$9K	–	660
2021 Q3	$9K	Hold	161	–	–	﹤0.01%	608
2021 Q2	$8K	Hold	161	–	–	﹤0.01%	638
2021 Q1	$8K	Hold	161	–	–	﹤0.01%	600
2020 Q4	$7K	Buy	161 +3	+2%	+$111	﹤0.01%	1180
2020 Q3	$5K	Hold	158	–	–	﹤0.01%	490
2020 Q2	$5K	Sell	158 -200	-56%	-$6.04K	﹤0.01%	513
2020 Q1	$9K	Buy	358 +65	+22%	+$2.6K	﹤0.01%	438
2019 Q4	$13K	Buy	+293	New	+$13.3K	﹤0.01%	495

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

IUHSA

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

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Capital Asset Advisory Services's KBE Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 51 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in KBE in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2019. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Capital Asset Advisory Services reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 51 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $2K.
Capital Asset Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 11 quarters.
Capital Asset Advisory Services's State Street SPDR S&P Bank ETF position peaked at $13K in Q4 2019.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.