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

Garde Capital’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 Q4	–	Sell	-2,750	Closed	-$101K	–	288
2023 Q3	$101K	Buy	+2,750	New	+$107K	0.01%	254
2023 Q2	–	Sell	-2,750	Closed	-$102K	–	284
2023 Q1	$102K	Hold	2,750	–	–	0.01%	251
2022 Q4	$124K	Hold	2,750	–	–	0.01%	221
2022 Q3	$122K	Hold	2,750	–	–	0.02%	218
2022 Q2	$121K	Hold	2,750	–	–	0.01%	239
2022 Q1	$144K	Hold	2,750	–	–	0.01%	241
2021 Q4	$150K	Buy	+2,750	New	+$152K	0.01%	244

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

WBG

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Garde Capital's KBE Position: Q4 2023 in Review

Garde Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2023, closing a stake of 2,750 shares — an estimated $101K sold.

Garde Capital first reported a position in KBE in Q4 2021 and held it in 7 quarters. The position peaked at $150K in Q4 2021. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

Garde Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2023 after selling out during the quarter.
Garde Capital sold 2,750 State Street SPDR S&P Bank ETF shares in Q4 2023, an estimated $101K.
Garde Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 7 quarters.
Garde Capital's State Street SPDR S&P Bank ETF position peaked at $150K in Q4 2021.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on Garde Capital's 13F filing for Q4 2023, filed 21 Feb 2024.