Cetera Advisor Networks’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cetera Advisor Networks’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 Q1	$1.22M	Sell	25,977 -28,591	-52%	-$1.28M	0.01%	1326
2023 Q4	$2.51M	Buy	54,568 +22,697	+71%	+$898K	0.01%	867
2023 Q3	$1.17M	Buy	31,871 +462	+1%	+$18K	0.01%	1176
2023 Q2	$1.13M	Buy	31,409 +7,233	+30%	+$258K	0.01%	1188
2023 Q1	$896K	Buy	24,176 +517	+2%	+$23.2K	0.01%	1308
2022 Q4	$1.07M	Sell	23,659 -5,131	-18%	-$241K	0.01%	1157
2022 Q3	$1.27M	Buy	28,790 +1,000	+4%	+$47.5K	0.02%	768
2022 Q2	$1.22M	Buy	27,790 +22,564	+432%	+$1.07M	0.02%	794
2022 Q1	$274K	Buy	5,226 +104	+2%	+$5.8K	﹤0.01%	1684
2021 Q4	$279K	Buy	5,122 +186	+4%	+$10.3K	﹤0.01%	1653
2021 Q3	$261K	Sell	4,936 -2,928	-37%	-$149K	﹤0.01%	1625
2021 Q2	$404K	Buy	7,864 +3,192	+68%	+$170K	0.01%	1318
2021 Q1	$242K	Buy	+4,672	New	+$228K	0.01%	1270
2020 Q3	–	Sell	-4,279	Closed	-$135K	–	2167
2020 Q2	$135K	Buy	+4,279	New	+$129K	﹤0.01%	1339
2017 Q3	–	Sell	-5,128	Closed	-$224K	–	932
2017 Q2	$224K	Buy	+5,128	New	+$218K	0.01%	798
2016 Q4	–	Sell	-8,417	Closed	-$281K	–	941
2016 Q3	$281K	Buy	+8,417	New	+$274K	0.01%	797
2016 Q1	–	Sell	-7,870	Closed	-$266K	–	839
2015 Q4	$266K	Buy	+7,870	New	+$274K	0.02%	643
2014 Q2	–	Sell	-6,688	Closed	-$228K	–	812
2014 Q1	$228K	Sell	6,688 -3,410	-34%	-$112K	0.02%	665
2013 Q4	$336K	Sell	10,098 -654	-6%	-$20.8K	0.03%	522
2013 Q3	$324K	Buy	10,752 +3,119	+41%	+$95.5K	0.03%	468
2013 Q2	$218K	Buy	+7,633	New	+$209K	0.02%	531

Other funds holding KBE

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HIIFS

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's KBE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR S&P Bank ETF (KBE) stake by 52% in Q1 2024, selling an estimated $1.28M and leaving 25,977 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1326.

Cetera Advisor Networks first reported a position in KBE in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.51M in Q4 2023. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Cetera Advisor Networks held 25,977 shares of State Street SPDR S&P Bank ETF worth $1.22M as of Q1 2024.
Cetera Advisor Networks sold 28,591 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $1.28M.
State Street SPDR S&P Bank ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1326 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 21 quarters since.
Cetera Advisor Networks's State Street SPDR S&P Bank ETF position peaked at $2.51M in Q4 2023.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.