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Jaffetilchin Investment Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-481
Closed -$25.5K – 849
2024
Q3 		$25.5K Buy
+481
New +$24.6K ﹤0.01% 710
2020
Q3 		– Sell
-6,341
Closed -$200K – 245
2020
Q2 		$200K Sell
6,341
-8,087
-56% -$244K 0.04% 196
2020
Q1 		$389K Sell
14,428
-56,706
-80% -$2.27M 0.14% 97
2019
Q4 		$3.36M Buy
71,134
+19
+0% +$861 0.73% 23
2019
Q3 		$3.07M Buy
71,115
+113
+0.2% +$4.82K 0.73% 24
2019
Q2 		$3.08M Sell
71,002
-273
-0.4% -$11.9K 0.72% 22
2019
Q1 		$2.98M Sell
71,275
-148
-0.2% -$6.34K 0.66% 24
2018
Q4 		$2.67M Sell
71,423
-6,906
-9% -$293K 0.67% 25
2018
Q3 		$3.65M Buy
78,329
+364
+0.5% +$17.7K 0.77% 25
2018
Q2 		$3.68M Buy
77,965
+267
+0.3% +$13K 0.82% 24
2018
Q1 		$3.72M Buy
77,698
+2,262
+3% +$112K 0.83% 25
2017
Q4 		$3.57M Sell
75,436
-2,346
-3% -$108K 1.19% 23
2017
Q3 		$3.51M Buy
77,782
+2,295
+3% +$98.4K 0.83% 26
2017
Q2 		$3.29M Sell
75,487
-1,031
-1% -$43.8K 1.11% 24
2017
Q1 		$3.29M Sell
76,518
-5,082
-6% -$224K 0.84% 30
2016
Q4 		$3.55M Buy
81,600
+9,867
+14% +$381K 1.06% 23
2016
Q3 		$2.39M Sell
71,733
-1,240
-2% -$40.3K 0.76% 25
2016
Q2 		$2.22M Sell
72,973
-5,773
-7% -$183K 0.67% 27
2016
Q1 		$2.39M Buy
78,746
+4,194
+6% +$124K 0.76% 27
2015
Q4 		$2.52M Sell
74,552
-1,817
-2% -$63.2K 0.82% 25
2015
Q3 		$2.54M Buy
76,369
+3,785
+5% +$132K 0.95% 23
2015
Q2 		$2.63M Buy
72,584
+272
+0.4% +$9.52K 0.79% 24
2015
Q1 		$2.42M Sell
72,312
-1,300
-2% -$42.3K 0.73% 24
2014
Q4 		$2.47M Sell
73,612
-1,902
-3% -$62K 0.83% 22
2014
Q3 		$2.41M Buy
75,514
+308
+0.4% +$10K 0.88% 17
2014
Q2 		$2.51M Sell
75,206
-156
-0.2% -$5.09K 0.9% 17
2014
Q1 		$2.56M Buy
75,362
+232
+0.3% +$7.65K 1% 17
2013
Q4 		$2.49M Sell
75,130
-2,739
-4% -$87K 1.23% 18
2013
Q3 		$2.34M Sell
77,869
-447
-0.6% -$13.7K 1.37% 18
2013
Q2 		$2.25M Buy
+78,316
New +$2.14M 1.56% 16

Other funds holding KBE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jaffetilchin Investment Partners's KBE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2024, closing a stake of 481 shares — an estimated $25.5K sold.

Jaffetilchin Investment Partners first reported a position in KBE in Q2 2013 and held it in 30 quarters. The position peaked at $3.72M in Q1 2018. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 481 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $25.5K.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 30 quarters.
  • Jaffetilchin Investment Partners's State Street SPDR S&P Bank ETF position peaked at $3.72M in Q1 2018.
  • 256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.