Certified Advisory Corp’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Certified Advisory Corp’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
2020 Q2	$65K	Buy	2,066 +8	+0.4%	+$242	0.02%	264
2020 Q1	$55K	Buy	2,058 +6	+0.3%	+$240	0.02%	262
2019 Q4	$97K	Buy	2,052 +6	+0.3%	+$272	0.03%	232
2019 Q3	$88K	Buy	2,046 +5	+0.2%	+$213	0.03%	250
2019 Q2	$88K	Sell	2,041 -2,665	-57%	-$116K	0.03%	248
2019 Q1	$197K	Buy	4,706 +13	+0.3%	+$557	0.08%	160
2018 Q4	$175K	Sell	4,693 -1,685	-26%	-$71.4K	0.09%	152
2018 Q3	$297K	Sell	6,378 -1,761	-22%	-$85.8K	0.14%	122
2018 Q2	$384K	Buy	8,139 +867	+12%	+$42.4K	0.21%	100
2018 Q1	$348K	Buy	7,272 +6,880	+1,755%	+$342K	0.21%	104
2017 Q4	$18K	Buy	+392	New	+$18K	0.01%	390

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Certified Advisory Corp's KBE Position: Q2 2020 in Review

Certified Advisory Corp increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.39% in Q2 2020, buying an estimated $242 and bringing the position to 2,066 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #264.

Certified Advisory Corp first reported a position in KBE in Q4 2017 and has held it in 11 quarters since. The position peaked at $384K in Q2 2018. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Certified Advisory Corp held 2,066 shares of State Street SPDR S&P Bank ETF worth $65K as of Q2 2020.
Certified Advisory Corp bought 8 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $242.
State Street SPDR S&P Bank ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2020, its #264 holding.
Certified Advisory Corp first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's State Street SPDR S&P Bank ETF position peaked at $384K in Q2 2018.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.