KB Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

KB Financial Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$633K	Hold	1,481	–	–	0.18%	70
2023 Q2	$656K	Hold	1,481	–	–	0.18%	66
2023 Q1	$606K	Sell	1,481 -716	-33%	-$286K	0.18%	72
2022 Q4	$840K	Sell	2,197 -53	-2%	-$20.4K	0.29%	39
2022 Q3	$804K	Hold	2,250	–	–	0.29%	36
2022 Q2	$849K	Hold	2,250	–	–	0.29%	31
2022 Q1	$1.02M	Sell	2,250 -313	-12%	-$139K	0.28%	28
2021 Q4	$1.22M	Sell	2,563 -54	-2%	-$24.8K	0.35%	19
2021 Q3	$1.12M	Hold	2,617	–	–	0.41%	18
2021 Q2	$1.12M	Hold	2,617	–	–	0.42%	21
2021 Q1	$1.04M	Buy	+2,617	New	+$1.01M	0.44%	22

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KB Financial Partners's SPY Position: Q3 2023 in Review

KB Financial Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2023 at 1,481 shares worth $633K. The position accounts for 0.18% of the portfolio, ranked #70.

KB Financial Partners first reported a position in SPY in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2021. 3,315 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

KB Financial Partners held 1,481 shares of State Street SPDR S&P 500 ETF Trust worth $633K as of Q3 2023.
KB Financial Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2023.
State Street SPDR S&P 500 ETF Trust made up 0.18% of KB Financial Partners's portfolio in Q3 2023, its #70 holding.
KB Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.22M in Q4 2021.
3,315 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.