Crescent Capital Consulting’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Crescent Capital Consulting’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	$10.1M	Buy	+185,710	New	+$10.3M	1.67%	14

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

Crescent Capital Consulting's KBE Position: Q4 2021 in Review

Crescent Capital Consulting opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q4 2021: 185,710 shares worth $10.1M. The stake represents 1.67% of the portfolio and ranks #14 among its holdings.

279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Crescent Capital Consulting held 185,710 shares of State Street SPDR S&P Bank ETF worth $10.1M as of Q4 2021.
State Street SPDR S&P Bank ETF was a new Crescent Capital Consulting position in Q4 2021.
State Street SPDR S&P Bank ETF made up 1.67% of Crescent Capital Consulting's portfolio in Q4 2021, its #14 holding.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.