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

Harbor Investment 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
2024 Q4	–	Sell	-100	Closed	-$5.29K	–	1163
2024 Q3	$5.29K	Hold	100	–	–	﹤0.01%	973
2024 Q2	$4.64K	Buy	+100	New	+$4.55K	﹤0.01%	981

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbor Investment Advisory's KBE Position: Q4 2024 in Review

Harbor Investment Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 100 shares — an estimated $5.29K sold.

Harbor Investment Advisory first reported a position in KBE in Q2 2024 and held it in 2 quarters. The position peaked at $5.29K in Q3 2024. 258 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Harbor Investment Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
Harbor Investment Advisory sold 100 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $5.29K.
Harbor Investment Advisory first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and held it in 2 quarters.
Harbor Investment Advisory's State Street SPDR S&P Bank ETF position peaked at $5.29K in Q3 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.