ICA Group Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

ICA Group Wealth 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	-55	Closed	-$2.59K	–	1060
2024 Q1	$2.59K	Hold	55	–	–	﹤0.01%	1142
2023 Q4	$2.53K	Buy	+55	New	+$2.18K	﹤0.01%	1147
2023 Q3	–	Sell	-55	Closed	-$1.98K	–	738
2023 Q2	$1.98K	Hold	55	–	–	﹤0.01%	1130
2023 Q1	$2.04K	Buy	+55	New	+$2.47K	﹤0.01%	1081

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

HIIFS

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ICA Group Wealth Management's KBE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 55 shares — an estimated $2.59K sold.

ICA Group Wealth Management first reported a position in KBE in Q1 2023 and held it in 4 quarters. The position peaked at $2.59K in Q1 2024. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 55 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $2.59K.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's State Street SPDR S&P Bank ETF position peaked at $2.59K in Q1 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.