Horizon Family Wealth’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Horizon Family Wealth’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
2023 Q4	–	Sell	-13,176	Closed	-$486K	–	70
2023 Q3	$486K	Sell	13,176 -652	-5%	-$25.4K	0.47%	31
2023 Q2	$498K	Buy	13,828 +116	+0.8%	+$4.13K	0.48%	32
2023 Q1	$508K	Buy	13,712 +97	+0.7%	+$4.36K	0.54%	28
2022 Q4	$615K	Buy	+13,615	New	+$639K	0.71%	25

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Horizon Family Wealth's KBE Position: Q4 2023 in Review

Horizon Family Wealth sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2023, closing a stake of 13,176 shares — an estimated $486K sold.

Horizon Family Wealth first reported a position in KBE in Q4 2022 and held it in 4 quarters. The position peaked at $615K in Q4 2022. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

Horizon Family Wealth reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2023 after selling out during the quarter.
Horizon Family Wealth sold 13,176 State Street SPDR S&P Bank ETF shares in Q4 2023, an estimated $486K.
Horizon Family Wealth first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and held it in 4 quarters.
Horizon Family Wealth's State Street SPDR S&P Bank ETF position peaked at $615K in Q4 2022.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on Horizon Family Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.