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Harvest Fund Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Harvest Fund 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
Q2 		– Sell
-1,626
Closed -$77K – 689
2024
Q1 		$77K Sell
1,626
-10,266
-86% -$461K 0.01% 452
2023
Q4 		$547K Buy
11,892
+7,001
+143% +$277K 0.09% 111
2023
Q3 		$180K Buy
+4,891
New +$191K 0.03% 235

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harvest Fund Management's KBE Position: Q2 2024 in Review

Harvest Fund Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 1,626 shares — an estimated $77K sold.

Harvest Fund Management first reported a position in KBE in Q3 2023 and held it in 3 quarters. The position peaked at $547K in Q4 2023. 213 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

  • Harvest Fund Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 1,626 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $77K.
  • Harvest Fund Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and held it in 3 quarters.
  • Harvest Fund Management's State Street SPDR S&P Bank ETF position peaked at $547K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.