CIBC World Market’s State Street SPDR S&P Bank ETF KBE Stock Holding History

CIBC World Market’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 Q4	–	Sell	-6,500	Closed	-$344K	–	1396
2024 Q3	$344K	Buy	+6,500	New	+$333K	﹤0.01%	1100
2024 Q1	–	Sell	-18,398	Closed	-$847K	–	1349
2023 Q4	$847K	Buy	+18,398	New	+$728K	﹤0.01%	807
2021 Q4	–	Sell	-14,812	Closed	-$784K	–	1374
2021 Q3	$784K	Buy	+14,812	New	+$752K	﹤0.01%	847
2021 Q2	–	Sell	-13,177	Closed	-$684K	–	1382
2021 Q1	$684K	Buy	+13,177	New	+$642K	﹤0.01%	878
2018 Q2	–	Sell	-60,140	Closed	-$2.88M	–	1206
2018 Q1	$2.88M	Buy	+60,140	New	+$2.99M	0.01%	376
2015 Q3	–	Sell	-22,143	Closed	-$803K	–	923
2015 Q2	$803K	Buy	+22,143	New	+$775K	﹤0.01%	550

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market's KBE Position: Q4 2024 in Review

CIBC World Market sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 6,500 shares — an estimated $344K sold.

CIBC World Market first reported a position in KBE in Q2 2015 and held it in 6 quarters. The position peaked at $2.88M in Q1 2018. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

CIBC World Market reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
CIBC World Market sold 6,500 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $344K.
CIBC World Market first reported a position in State Street SPDR S&P Bank ETF in Q2 2015 and held it in 6 quarters.
CIBC World Market's State Street SPDR S&P Bank ETF position peaked at $2.88M in Q1 2018.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on CIBC World Market's 13F filing for Q4 2024, filed 23 Jan 2025.