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Independent Advisor Alliance’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-7,143
Closed -$337K – 662
2019
Q4 		$337K Buy
+7,143
New +$324K 0.01% 649

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Independent Advisor Alliance's KBE Position: Q1 2020 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 7,143 shares — an estimated $337K sold.

Independent Advisor Alliance first reported a position in KBE in Q4 2019 and held it in 1 quarter. The position peaked at $337K in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,143 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $337K.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR S&P Bank ETF position peaked at $337K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.