Evolution Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Evolution Capital 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 Q4	$677K	Buy	+15,000	New	+$704K	2.34%	13

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

Evolution Capital Management's KBE Position: Q4 2022 in Review

Evolution Capital Management opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q4 2022: 15,000 shares worth $677K. The stake represents 2.34% of the portfolio and ranks #13 among its holdings.

230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Evolution Capital Management held 15,000 shares of State Street SPDR S&P Bank ETF worth $677K as of Q4 2022.
State Street SPDR S&P Bank ETF was a new Evolution Capital Management position in Q4 2022.
State Street SPDR S&P Bank ETF made up 2.34% of Evolution Capital Management's portfolio in Q4 2022, its #13 holding.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Evolution Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.