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Csenge Advisory Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Csenge Advisory Group’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
Q3 		– Sell
-16,784
Closed -$779K – 739
2024
Q2 		$779K Buy
+16,784
New +$764K 0.04% 303
2022
Q4 		– Sell
-6,459
Closed -$286K – 635
2022
Q3 		$286K Buy
+6,459
New +$307K 0.02% 478
2022
Q1 		– Sell
-19,562
Closed -$1.01M – 668
2021
Q4 		$1.01M Buy
+19,562
New +$1.08M 0.09% 189
2021
Q3 		– Sell
-19,562
Closed -$1.01M – 592
2021
Q2 		$1.01M Buy
19,562
+13,757
+237% +$734K 0.09% 189
2021
Q1 		$306K Buy
+5,805
New +$283K 0.03% 381
2018
Q2 		– Sell
-15,188
Closed -$727K – 285
2018
Q1 		$727K Buy
+15,188
New +$755K 0.25% 101

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return