Claraphi Advisory Network’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-3,178	Closed	-$86K	–	770
2020 Q1	$86K	Sell	3,178 -2,191	-41%	-$87.7K	0.04%	362
2019 Q4	$254K	Sell	5,369 -498	-8%	-$22.6K	0.16%	153
2019 Q3	$253K	Sell	5,867 -375	-6%	-$16K	0.15%	152
2019 Q2	$271K	Sell	6,242 -500	-7%	-$21.7K	0.16%	170
2019 Q1	$282K	Sell	6,742 -80	-1%	-$3.43K	0.18%	151
2018 Q4	$255K	Buy	6,822 +1,270	+23%	+$53.8K	0.2%	141
2018 Q3	$259K	Sell	5,552 -96	-2%	-$4.68K	0.14%	198
2018 Q2	$266K	Hold	5,648	–	–	0.17%	176
2018 Q1	$270K	Buy	5,648 +4	+0.1%	+$199	0.19%	163
2017 Q4	$267K	Buy	+5,644	New	+$260K	0.21%	152

Other funds holding KBE

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Claraphi Advisory Network's KBE Position: Q2 2020 in Review

Claraphi Advisory Network sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 3,178 shares — an estimated $86K sold.

Claraphi Advisory Network first reported a position in KBE in Q4 2017 and held it in 10 quarters. The position peaked at $282K in Q1 2019. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Claraphi Advisory Network reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 3,178 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $86K.
Claraphi Advisory Network first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 10 quarters.
Claraphi Advisory Network's State Street SPDR S&P Bank ETF position peaked at $282K in Q1 2019.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.