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

Clal Insurance’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
2021 Q4	–	Sell	-671,350	Closed	-$35.5M	–	233
2021 Q3	$35.5M	Sell	671,350 -929,000	-58%	-$47.2M	0.41%	76
2021 Q2	$82.1M	Hold	1,600,350	–	–	0.94%	39
2021 Q1	$83M	Sell	1,600,350 -1,936,250	-55%	-$94.4M	0.96%	41
2020 Q4	$138M	Buy	+3,536,600	New	+$131M	1.88%	14
2015 Q1	–	Sell	-466,949	Closed	-$15.7M	–	128
2014 Q4	$15.7M	Buy	+466,949	New	+$15.2M	0.37%	54

Other funds holding KBE

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

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

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance's KBE Position: Q4 2021 in Review

Clal Insurance sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 671,350 shares — an estimated $35.5M sold.

Clal Insurance first reported a position in KBE in Q4 2014 and held it in 5 quarters. The position peaked at $138M in Q4 2020. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Clal Insurance reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
Clal Insurance sold 671,350 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $35.5M.
Clal Insurance first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and held it in 5 quarters.
Clal Insurance's State Street SPDR S&P Bank ETF position peaked at $138M in Q4 2020.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Clal Insurance's 13F filing for Q4 2021, filed 10 Feb 2022.