Costello Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Costello Asset Management’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
2022 Q4	–	Sell	-40	Closed	-$2K	–	218
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	198
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	206
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	216
2021 Q4	$2K	Buy	+40	New	+$2.22K	﹤0.01%	220

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

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

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

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Costello Asset Management's KBE Position: Q4 2022 in Review

Costello Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Costello Asset Management first reported a position in KBE in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Costello Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Costello Asset Management sold 40 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $2K.
Costello Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 4 quarters.
Costello Asset Management's State Street SPDR S&P Bank ETF position peaked at $2K in Q3 2022.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Costello Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.