Credit Suisse’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Credit Suisse’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 Q1	–	Sell	-73,658	Closed	-$3.39M	–	2991
2023 Q4	$3.39M	Sell	73,658 -55,356	-43%	-$2.19M	﹤0.01%	1566
2023 Q3	$4.75M	Buy	129,014 +4,822	+4%	+$188K	﹤0.01%	1296
2023 Q2	$4.47M	Buy	124,192 +19,425	+19%	+$692K	﹤0.01%	1411
2023 Q1	$3.88M	Sell	104,767 -33,752	-24%	-$1.52M	﹤0.01%	1481
2022 Q4	$6.25M	Buy	138,519 +109,293	+374%	+$5.13M	0.01%	1169
2022 Q3	$1.29M	Sell	29,226 -102	-0.3%	-$4.85K	﹤0.01%	2139
2022 Q2	$1.29M	Sell	29,328 -5,336	-15%	-$254K	﹤0.01%	2209
2022 Q1	$1.81M	Sell	34,664 -1,231	-3%	-$68.7K	﹤0.01%	2153
2021 Q4	$1.96M	Buy	35,895 +4,681	+15%	+$259K	﹤0.01%	2805
2021 Q3	$1.65M	Sell	31,214 -13,855	-31%	-$703K	﹤0.01%	2958
2021 Q2	$2.31M	Buy	45,069 +4,101	+10%	+$219K	﹤0.01%	2748
2021 Q1	$2.13M	Sell	40,968 -36,530	-47%	-$1.78M	﹤0.01%	2773
2020 Q4	$3.24M	Sell	77,498 -611,687	-89%	-$22.7M	﹤0.01%	2444
2020 Q3	$20.3M	Buy	689,185 +223,315	+48%	+$6.95M	0.01%	1021
2020 Q2	$14.7M	Buy	465,870 +153,115	+49%	+$4.62M	0.01%	1102
2020 Q1	$8.43M	Buy	312,755 +256,895	+460%	+$10.3M	0.01%	1254
2019 Q4	$2.64M	Sell	55,860 -23,024	-29%	-$1.04M	﹤0.01%	2391
2019 Q3	$3.4M	Sell	78,884 -234,121	-75%	-$9.98M	﹤0.01%	2061
2019 Q2	$13.6M	Buy	313,005 +123,525	+65%	+$5.37M	0.01%	1134
2019 Q1	$7.92M	Buy	189,480 +72,894	+63%	+$3.12M	0.01%	1388
2018 Q4	$4.35M	Sell	116,586 -24,466	-17%	-$1.04M	﹤0.01%	1668
2018 Q3	$6.57M	Buy	141,052 +42,040	+42%	+$2.05M	0.01%	1531
2018 Q2	$4.67M	Sell	99,012 -59,386	-37%	-$2.9M	﹤0.01%	1776
2018 Q1	$7.59M	Buy	158,398 +4,918	+3%	+$244K	0.01%	1421
2017 Q4	$7.27M	Buy	153,480 +105,893	+223%	+$4.87M	0.01%	1498
2017 Q3	$2.15M	Buy	47,587 +1,165	+3%	+$49.9K	﹤0.01%	2490
2017 Q2	$2.02M	Buy	46,422 +37,736	+434%	+$1.6M	﹤0.01%	2223
2017 Q1	$373K	Sell	8,686 -182,849	-95%	-$8.05M	﹤0.01%	3441
2016 Q4	$8.33M	Buy	191,535 +55,552	+41%	+$2.15M	0.01%	1313
2016 Q3	$4.54M	Sell	135,983 -213,693	-61%	-$6.95M	﹤0.01%	1735
2016 Q2	$10.7M	Buy	349,676 +209,376	+149%	+$6.63M	0.01%	1106
2016 Q1	$4.26M	Sell	140,300 -782,994	-85%	-$23.2M	0.01%	1642
2015 Q4	$31.2M	Buy	923,294 +460,691	+100%	+$16M	0.04%	567
2015 Q3	$15.4M	Buy	462,603 +1,621	+0.4%	+$56.6K	0.02%	893
2015 Q2	$16.7M	Sell	460,982 -54,823	-11%	-$1.92M	0.02%	928
2015 Q1	$17.3M	Buy	515,805 +492,875	+2,149%	+$16M	0.02%	886
2014 Q4	$769K	Sell	22,930 -41,665	-65%	-$1.36M	﹤0.01%	3367
2014 Q3	$2.06M	Sell	64,595 -234,418	-78%	-$7.62M	﹤0.01%	2464
2014 Q2	$9.99M	Buy	299,013 +243,695	+441%	+$7.95M	0.01%	1401
2014 Q1	$1.88M	Sell	55,318 -189,423	-77%	-$6.25M	﹤0.01%	2553
2013 Q4	$8.12M	Sell	244,741 -309,542	-56%	-$9.83M	0.01%	1438
2013 Q3	$16.6M	Buy	554,283 +265,152	+92%	+$8.12M	0.02%	842
2013 Q2	$8.3M	Buy	+289,131	New	+$7.91M	0.01%	1246

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

WBG

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

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

HIIFS

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Credit Suisse's KBE Position: Q1 2024 in Review

Credit Suisse sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 73,658 shares — an estimated $3.39M sold.

Credit Suisse first reported a position in KBE in Q2 2013 and held it in 43 quarters. The position peaked at $31.2M in Q4 2015. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Credit Suisse reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Credit Suisse sold 73,658 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $3.39M.
Credit Suisse first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 43 quarters.
Credit Suisse's State Street SPDR S&P Bank ETF position peaked at $31.2M in Q4 2015.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.