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

Certuity’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 Q2	–	Sell	-3,904	Closed	-$204K	–	258
2022 Q1	$204K	Buy	3,904 +25	+0.6%	+$1.4K	0.04%	282
2021 Q4	$212K	Buy	3,879 +25	+0.6%	+$1.39K	0.05%	273
2021 Q3	$204K	Buy	+3,854	New	+$196K	0.04%	363
2020 Q3	–	Sell	-18,616	Closed	-$587K	–	217
2020 Q2	$587K	Buy	+18,616	New	+$562K	0.27%	60

Other funds holding KBE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Certuity's KBE Position: Q2 2022 in Review

Certuity sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 3,904 shares — an estimated $204K sold.

Certuity first reported a position in KBE in Q2 2020 and held it in 4 quarters. The position peaked at $587K in Q2 2020. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Certuity reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Certuity sold 3,904 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $204K.
Certuity first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 4 quarters.
Certuity's State Street SPDR S&P Bank ETF position peaked at $587K in Q2 2020.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.