Disciplined Investments’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Disciplined Investments’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	–	Sell	-224	Closed	-$8.05K	–	850
2023 Q2	$8.05K	Buy	224 +2	+0.9%	+$71	﹤0.01%	348
2023 Q1	$8.22K	Buy	222 +2	+0.9%	+$90	﹤0.01%	364
2022 Q4	$9.94K	Buy	220 +2	+0.9%	+$94	﹤0.01%	324
2022 Q3	$10K	Buy	218 +1	+0.5%	+$48	﹤0.01%	359
2022 Q2	$10K	Buy	217 +2	+0.9%	+$95	﹤0.01%	376
2022 Q1	$11K	Buy	215 +1	+0.5%	+$56	﹤0.01%	371
2021 Q4	$12K	Buy	214 +2	+0.9%	+$111	0.01%	342
2021 Q3	$11K	Buy	212 +1	+0.5%	+$51	0.01%	302
2021 Q2	$11K	Buy	211 +1	+0.5%	+$53	0.01%	297
2021 Q1	$11K	Buy	210 +1	+0.5%	+$49	0.01%	254
2020 Q4	$9K	Buy	209 +2	+1%	+$74	0.01%	233
2020 Q3	$6K	Buy	207 +2	+1%	+$62	﹤0.01%	289
2020 Q2	$6K	Buy	205 +1	+0.5%	+$30	﹤0.01%	301
2020 Q1	$5K	Buy	204 +1	+0.5%	+$40	﹤0.01%	322
2019 Q4	$10K	Buy	+203	New	+$9.2K	0.01%	290

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

Disciplined Investments's KBE Position: Q3 2023 in Review

Disciplined Investments sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 224 shares — an estimated $8.05K sold.

Disciplined Investments first reported a position in KBE in Q4 2019 and held it in 15 quarters. The position peaked at $12K in Q4 2021. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Disciplined Investments reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 224 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $8.05K.
Disciplined Investments first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's State Street SPDR S&P Bank ETF position peaked at $12K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.