GoalVest Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

GoalVest Advisory’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
2022 Q3	–	Sell	-32	Closed	-$1K	–	285
2022 Q2	$1K	Sell	32 -19,732	-100%	-$938K	﹤0.01%	294
2022 Q1	$1.03M	Buy	+19,764	New	+$1.1M	0.58%	44
2021 Q2	$915K	Buy	17,828 +5,606	+46%	+$299K	0.57%	51
2021 Q1	$634K	Buy	+12,222	New	+$596K	0.47%	72

Other funds holding KBE

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

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GoalVest Advisory's KBE Position: Q3 2022 in Review

GoalVest Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in KBE in Q1 2021 and held it in 4 quarters. The position peaked at $1.03M in Q1 2022. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

GoalVest Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
GoalVest Advisory sold 32 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $1K.
GoalVest Advisory first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 4 quarters.
GoalVest Advisory's State Street SPDR S&P Bank ETF position peaked at $1.03M in Q1 2022.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.