Edgestream Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Edgestream Partners’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 Q4	–	Sell	-9,713	Closed	-$430K	–	571
2022 Q3	$430K	Buy	+9,713	New	+$462K	0.03%	358
2022 Q2	–	Sell	-7,027	Closed	-$368K	–	571
2022 Q1	$368K	Sell	7,027 -1,065	-13%	-$59.4K	0.03%	462
2021 Q4	$441K	Buy	8,092 +4,101	+103%	+$227K	0.03%	403
2021 Q3	$211K	Sell	3,991 -1,623	-29%	-$82.4K	0.01%	467
2021 Q2	$288K	Buy	+5,614	New	+$300K	0.02%	404
2020 Q4	–	Sell	-14,361	Closed	-$423K	–	392
2020 Q3	$423K	Sell	14,361 -37,748	-72%	-$1.17M	0.03%	258
2020 Q2	$1.64M	Buy	52,109 +4,136	+9%	+$125K	0.09%	214
2020 Q1	$1.29M	Buy	+47,973	New	+$1.92M	0.12%	182
2019 Q1	–	Sell	-13,832	Closed	-$517K	–	254
2018 Q4	$517K	Buy	+13,832	New	+$586K	0.09%	172

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

Citigroup New York $235B AUM 32.99% 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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Edgestream Partners's KBE Position: Q4 2022 in Review

Edgestream Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 9,713 shares — an estimated $430K sold.

Edgestream Partners first reported a position in KBE in Q4 2018 and held it in 9 quarters. The position peaked at $1.64M in Q2 2020. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Edgestream Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Edgestream Partners sold 9,713 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $430K.
Edgestream Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 9 quarters.
Edgestream Partners's State Street SPDR S&P Bank ETF position peaked at $1.64M in Q2 2020.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Edgestream Partners's 13F filing for Q4 2022, filed 13 Feb 2023.