Farmers & Merchants Investments Inc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Farmers & Merchants Investments Inc’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
2024 Q4	–	Sell	-180	Closed	-$9.52K	–	1802
2024 Q3	$9.52K	Hold	180	–	–	﹤0.01%	714
2024 Q2	$8.35K	Hold	180	–	–	﹤0.01%	710
2024 Q1	$8.48K	Hold	180	–	–	﹤0.01%	669
2023 Q4	$8.28K	Sell	180 -20	-10%	-$791	﹤0.01%	673
2023 Q3	$7.37K	Hold	200	–	–	﹤0.01%	676
2023 Q2	$7.2K	Hold	200	–	–	﹤0.01%	700
2023 Q1	$7.41K	Sell	200 -20	-9%	-$899	﹤0.01%	673
2022 Q4	$9.93K	Hold	220	–	–	﹤0.01%	652
2022 Q3	$10K	Hold	220	–	–	﹤0.01%	630
2022 Q2	$10K	Buy	220 +40	+22%	+$1.9K	﹤0.01%	689
2022 Q1	$9K	Hold	180	–	–	﹤0.01%	778
2021 Q4	$10K	Buy	+180	New	+$9.97K	﹤0.01%	760
2020 Q4	–	Sell	-75	Closed	-$2K	–	853
2020 Q3	$2K	Buy	+75	New	+$2.33K	﹤0.01%	807

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's KBE Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 180 shares — an estimated $9.52K sold.

Farmers & Merchants Investments Inc first reported a position in KBE in Q3 2020 and held it in 13 quarters. The position peaked at $10K in Q3 2022. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 180 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $9.52K.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and held it in 13 quarters.
Farmers & Merchants Investments Inc's State Street SPDR S&P Bank ETF position peaked at $10K in Q3 2022.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.