Gilliland Jeter Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Gilliland Jeter Wealth Management’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	-44	Closed	-$2.33K	–	419
2024 Q3	$2.33K	Hold	44	–	–	﹤0.01%	599
2024 Q2	$2.04K	Hold	44	–	–	﹤0.01%	598
2024 Q1	$2.07K	Buy	+44	New	+$1.97K	﹤0.01%	559

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $14.7B AUM 47% 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 $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gilliland Jeter Wealth Management's KBE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 44 shares — an estimated $2.33K sold.

Gilliland Jeter Wealth Management first reported a position in KBE in Q1 2024 and held it in 3 quarters. The position peaked at $2.33K in Q3 2024. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 44 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $2.33K.
Gilliland Jeter Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's State Street SPDR S&P Bank ETF position peaked at $2.33K in Q3 2024.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.