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

Coury Firm 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
2023 Q3	$305K	Buy	8,288 +83	+1%	+$3.23K	0.49%	30
2023 Q2	$295K	Buy	8,205 +69	+0.8%	+$2.46K	0.43%	39
2023 Q1	$302K	Buy	8,136 +61	+0.8%	+$2.74K	0.42%	44
2022 Q4	$365K	Buy	8,075 +76	+1%	+$3.57K	0.54%	30
2022 Q3	$354K	Buy	7,999 +52	+0.7%	+$2.47K	0.53%	28
2022 Q2	$349K	Sell	7,947 -1,232	-13%	-$58.5K	0.46%	31
2022 Q1	$481K	Sell	9,179 -2,716	-23%	-$152K	0.42%	34
2021 Q4	$649K	Buy	+11,895	New	+$659K	0.49%	28

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WBG

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

IUHSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Coury Firm Asset Management's KBE Position: Q3 2023 in Review

Coury Firm Asset Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 1% in Q3 2023, buying an estimated $3.23K and bringing the position to 8,288 shares worth $305K. The position accounts for 0.49% of the portfolio, ranked #30.

Coury Firm Asset Management first reported a position in KBE in Q4 2021 and has held it in 8 quarters since. The position peaked at $649K in Q4 2021. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Coury Firm Asset Management held 8,288 shares of State Street SPDR S&P Bank ETF worth $305K as of Q3 2023.
Coury Firm Asset Management bought 83 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $3.23K.
State Street SPDR S&P Bank ETF made up 0.49% of Coury Firm Asset Management's portfolio in Q3 2023, its #30 holding.
Coury Firm Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's State Street SPDR S&P Bank ETF position peaked at $649K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.