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

Cetera Advisors’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 		$953K Buy
20,224
+14,493
+253% +$650K 0.01% 1182
2023
Q4 		$264K Buy
+5,731
New +$227K ﹤0.01% 1497
2022
Q4 		– Sell
-5,330
Closed -$236K – 1648
2022
Q3 		$236K Sell
5,330
-21
-0.4% -$998 0.01% 1067
2022
Q2 		$235K Sell
5,351
-403
-7% -$19.1K 0.01% 1155
2022
Q1 		$301K Buy
5,754
+357
+7% +$19.9K 0.01% 1105
2021
Q4 		$294K Sell
5,397
-956
-15% -$53K 0.01% 1128
2021
Q3 		$336K Buy
6,353
+1,054
+20% +$53.5K 0.01% 1048
2021
Q2 		$272K Sell
5,299
-730
-12% -$38.9K 0.01% 1099
2021
Q1 		$313K Buy
+6,029
New +$294K 0.01% 931
2020
Q3 		– Sell
-18,255
Closed -$576K – 978
2020
Q2 		$576K Buy
+18,255
New +$551K 0.02% 491
2020
Q1 		– Sell
-5,330
Closed -$251K – 900
2019
Q4 		$251K Buy
5,330
+383
+8% +$17.4K 0.01% 780
2019
Q3 		$213K Sell
4,947
-2,476
-33% -$106K 0.01% 808
2019
Q2 		$319K Buy
7,423
+1,093
+17% +$47.5K 0.01% 685
2019
Q1 		$264K Sell
6,330
-1,196
-16% -$51.3K 0.01% 677
2018
Q4 		$282K Sell
7,526
-472
-6% -$20K 0.02% 647
2018
Q3 		$374K Sell
7,998
-6,992
-47% -$341K 0.02% 658
2018
Q2 		$705K Buy
14,990
+573
+4% +$28K 0.04% 406
2018
Q1 		$698K Buy
14,417
+1,967
+16% +$97.8K 0.04% 383
2017
Q4 		$585K Buy
+12,450
New +$573K 0.04% 401

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's KBE Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P Bank ETF (KBE) stake by 253% in Q1 2024, buying an estimated $650K and bringing the position to 20,224 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #1182.

Cetera Advisors first reported a position in KBE in Q4 2017 and has held it in 19 quarters since. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

  • Cetera Advisors held 20,224 shares of State Street SPDR S&P Bank ETF worth $953K as of Q1 2024.
  • Cetera Advisors bought 14,493 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $650K.
  • State Street SPDR S&P Bank ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1182 holding.
  • Cetera Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 19 quarters since.
  • 218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

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