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Financial Architects (New Jersey)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-500
Closed -$16K – 528
2020
Q2 		$16K Hold
500
– – ﹤0.01% 575
2020
Q1 		$13K Hold
500
– – ﹤0.01% 578
2019
Q4 		$24K Hold
500
– – 0.01% 543
2019
Q3 		$22K Sell
500
-1,700
-77% -$72.4K 0.01% 580
2019
Q2 		$95K Hold
2,200
– – 0.02% 387
2019
Q1 		$92K Hold
2,200
– – 0.02% 474
2018
Q4 		$82K Hold
2,200
– – 0.02% 444
2018
Q3 		$102K Sell
2,200
-700
-24% -$34.1K 0.02% 466
2018
Q2 		$137K Buy
2,900
+700
+32% +$34.2K 0.02% 344
2018
Q1 		$105K Hold
2,200
– – 0.02% 444
2017
Q4 		$104K Hold
2,200
– – 0.02% 479
2017
Q3 		$99K Hold
2,200
– – 0.02% 502
2017
Q2 		$96K Hold
2,200
– – 0.02% 494
2017
Q1 		$95K Hold
2,200
– – 0.02% 489
2016
Q4 		$96K Hold
2,200
– – 0.02% 408
2016
Q3 		$73K Hold
2,200
– – 0.02% 472
2016
Q2 		$67K Sell
2,200
-275
-11% -$8.71K 0.02% 469
2016
Q1 		$75K Buy
+2,475
New +$73.4K 0.03% 338
2015
Q3 		– Sell
-2,200
Closed -$80K – 579
2015
Q2 		$80K Hold
2,200
– – 0.03% 348
2015
Q1 		$74K Sell
2,200
-833
-27% -$27.1K 0.03% 337
2014
Q4 		$102K Buy
3,033
+2
+0.1% +$65 0.04% 245
2014
Q3 		$97K Buy
3,031
+5
+0.2% +$163 0.05% 227
2014
Q2 		$101K Buy
+3,026
New +$98.7K 0.05% 224
2013
Q4 		– Sell
-2,000
Closed -$60K – 366
2013
Q3 		$60K Hold
2,000
– – 0.04% 233
2013
Q2 		$58K Buy
+2,000
New +$54.7K 0.04% 228

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Architects (New Jersey)'s KBE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 500 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in KBE in Q2 2013 and held it in 25 quarters. The position peaked at $137K in Q2 2018. 163 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s State Street SPDR S&P Bank ETF position peaked at $137K in Q2 2018.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.