First Horizon Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

First Horizon 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 Q3	–	Sell	-467	Closed	-$16.8K	–	2451
2023 Q2	$16.8K	Buy	467 +4	+0.9%	+$143	﹤0.01%	1335
2023 Q1	$17.2K	Buy	463 +3	+0.7%	+$135	﹤0.01%	1316
2022 Q4	$20.8K	Buy	460 +5	+1%	+$235	﹤0.01%	1241
2022 Q3	$20K	Buy	455 +3	+0.7%	+$143	﹤0.01%	1236
2022 Q2	$19K	Buy	452 +102	+29%	+$4.85K	﹤0.01%	1308
2022 Q1	$18K	Buy	+350	New	+$19.5K	﹤0.01%	919

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

IUHSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Horizon Advisors's KBE Position: Q3 2023 in Review

First Horizon Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 467 shares — an estimated $16.8K sold.

First Horizon Advisors first reported a position in KBE in Q1 2022 and held it in 6 quarters. The position peaked at $20.8K in Q4 2022. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

First Horizon Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 467 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $16.8K.
First Horizon Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 6 quarters.
First Horizon Advisors's State Street SPDR S&P Bank ETF position peaked at $20.8K in Q4 2022.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.