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

Financial Sense 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
2023 Q1	–	Sell	-10,620	Closed	-$479K	–	96
2022 Q4	$479K	Buy	+10,620	New	+$498K	0.2%	73
2021 Q4	–	Sell	-198,620	Closed	-$10.5M	–	115
2021 Q3	$10.5M	Sell	198,620 -6,299	-3%	-$320K	3.52%	8
2021 Q2	$10.5M	Buy	+204,919	New	+$10.9M	3.31%	8
2017 Q3	–	Sell	-6,706	Closed	-$292K	–	95
2017 Q2	$292K	Buy	+6,706	New	+$285K	0.15%	63

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IUHSA

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Financial Sense Advisors's KBE Position: Q1 2023 in Review

Financial Sense Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 10,620 shares — an estimated $479K sold.

Financial Sense Advisors first reported a position in KBE in Q2 2017 and held it in 4 quarters. The position peaked at $10.5M in Q2 2021. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Financial Sense Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Financial Sense Advisors sold 10,620 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $479K.
Financial Sense Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 4 quarters.
Financial Sense Advisors's State Street SPDR S&P Bank ETF position peaked at $10.5M in Q2 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Financial Sense Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.