Edge Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Edge Advisors’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
2018 Q2	$30K	Hold	647	–	–	﹤0.01%	583
2018 Q1	$30K	Hold	647	–	–	﹤0.01%	595
2017 Q4	$30K	Hold	647	–	–	﹤0.01%	615
2017 Q3	$29K	Hold	647	–	–	﹤0.01%	599
2017 Q2	$28K	Hold	647	–	–	﹤0.01%	606
2017 Q1	$27K	Hold	647	–	–	﹤0.01%	628
2016 Q4	$28K	Buy	+647	New	+$25K	﹤0.01%	566

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Edge Advisors's KBE Position: Q2 2018 in Review

Edge Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2018 at 647 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Edge Advisors first reported a position in KBE in Q4 2016 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Edge Advisors held 647 shares of State Street SPDR S&P Bank ETF worth $30K as of Q2 2018.
Edge Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2018.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #583 holding.
Edge Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.