J. Goldman & Co’s State Street SPDR S&P Bank ETF KBE Stock Holding History

J. Goldman & Co’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	-5,250	Closed	-$244K	–	539
2024 Q2	$244K	Buy	+5,250	New	+$239K	0.01%	398

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

J. Goldman & Co's KBE Position: Q3 2024 in Review

J. Goldman & Co sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 5,250 shares — an estimated $244K sold.

J. Goldman & Co first reported a position in KBE in Q2 2024 and held it in 1 quarter. The position peaked at $244K in Q2 2024. 218 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

J. Goldman & Co reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 5,250 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $244K.
J. Goldman & Co first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and held it in 1 quarter.
J. Goldman & Co's State Street SPDR S&P Bank ETF position peaked at $244K in Q2 2024.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.