Eaton Vance Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-2,500	Closed	-$136K	–	2292
2021 Q4	$136K	Hold	2,500	–	–	﹤0.01%	1716
2021 Q3	$132K	Hold	2,500	–	–	﹤0.01%	1388
2021 Q2	$128K	Hold	2,500	–	–	﹤0.01%	1785
2021 Q1	$130K	Buy	+2,500	New	+$122K	﹤0.01%	1548

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eaton Vance Management's KBE Position: Q1 2022 in Review

Eaton Vance Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 2,500 shares — an estimated $136K sold.

Eaton Vance Management first reported a position in KBE in Q1 2021 and held it in 4 quarters. The position peaked at $136K in Q4 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

Eaton Vance Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 2,500 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $136K.
Eaton Vance Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's State Street SPDR S&P Bank ETF position peaked at $136K in Q4 2021.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.