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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Csenge Advisory Group's KBE Position: Q3 2024 in Review

Csenge Advisory Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 16,784 shares — an estimated $779K sold.

Csenge Advisory Group first reported a position in KBE in Q1 2018 and held it in 6 quarters. The position peaked at $1.01M in Q4 2021. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Csenge Advisory Group reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Csenge Advisory Group sold 16,784 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $779K.
Csenge Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 6 quarters.
Csenge Advisory Group's State Street SPDR S&P Bank ETF position peaked at $1.01M in Q4 2021.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Csenge Advisory Group's 13F filing for Q3 2024, filed 13 Nov 2024.