Ignite Planners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Ignite Planners’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 Q3	–	Sell	-4,719	Closed	-$215K	–	312
2024 Q2	$215K	Buy	+4,719	New	+$215K	0.05%	268

Other funds holding KBE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

WBG

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Ignite Planners's KBE Position: Q3 2024 in Review

Ignite Planners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 4,719 shares — an estimated $215K sold.

Ignite Planners first reported a position in KBE in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Ignite Planners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Ignite Planners sold 4,719 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $215K.
Ignite Planners first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and held it in 1 quarter.
Ignite Planners's State Street SPDR S&P Bank ETF position peaked at $215K in Q2 2024.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Ignite Planners's 13F filing for Q3 2024, filed 7 Oct 2024.