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HL Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

HL Financial Services’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
2019
Q1 		– Sell
-6,508
Closed -$243K – 747
2018
Q4 		$243K Sell
6,508
-20,805
-76% -$882K ﹤0.01% 647
2018
Q3 		$1.27M Sell
27,313
-195
-0.7% -$9.5K 0.02% 355
2018
Q2 		$1.3M Buy
27,508
+612
+2% +$29.9K 0.02% 332
2018
Q1 		$1.29M Sell
26,896
-415
-2% -$20.6K 0.02% 320
2017
Q4 		$1.29M Buy
27,311
+33
+0.1% +$1.52K 0.03% 273
2017
Q3 		$1.23M Hold
27,278
– – 0.02% 318
2017
Q2 		$1.19M Buy
27,278
+793
+3% +$33.7K 0.02% 316
2017
Q1 		$1.14M Sell
26,485
-72
-0.3% -$3.17K 0.02% 320
2016
Q4 		$1.15M Buy
26,557
+16,362
+160% +$632K 0.02% 304
2016
Q3 		$340K Sell
10,195
-200
-2% -$6.5K 0.01% 505
2016
Q2 		$317K Sell
10,395
-385
-4% -$12.2K 0.01% 526
2016
Q1 		$327K Buy
10,780
+2
+0% +$59 0.01% 513
2015
Q4 		$365K Buy
10,778
+692
+7% +$24.1K 0.01% 509
2015
Q3 		$335K Buy
10,086
+202
+2% +$7.05K 0.01% 506
2015
Q2 		$358K Buy
9,884
+1
+0% +$35 0.01% 529
2015
Q1 		$331K Buy
+9,883
New +$321K 0.01% 547
2013
Q4 		– Sell
-6,783
Closed -$204K – 642
2013
Q3 		$204K Sell
6,783
-473
-7% -$14.5K 0.01% 547
2013
Q2 		$208K Buy
+7,256
New +$198K 0.01% 497

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

HL Financial Services's KBE Position: Q1 2019 in Review

HL Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2019, closing a stake of 6,508 shares — an estimated $243K sold.

HL Financial Services first reported a position in KBE in Q2 2013 and held it in 18 quarters. The position peaked at $1.3M in Q2 2018. 221 funds tracked by Wall St. Rank hold KBE as of Q1 2019.

  • HL Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2019 after selling out during the quarter.
  • HL Financial Services sold 6,508 State Street SPDR S&P Bank ETF shares in Q1 2019, an estimated $243K.
  • HL Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 18 quarters.
  • HL Financial Services's State Street SPDR S&P Bank ETF position peaked at $1.3M in Q2 2018.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.