Kesler Norman & Wride’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Kesler Norman & Wride’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
2022 Q4	–	Sell	-4,934	Closed	-$219K	–	158
2022 Q3	$219K	Sell	4,934 -1,275	-21%	-$60.6K	0.06%	152
2022 Q2	$272K	Sell	6,209 -20	-0.3%	-$950	0.08%	136
2022 Q1	$326K	Sell	6,229 -307	-5%	-$17.1K	0.07%	128
2021 Q4	$357K	Sell	6,536 -11	-0.2%	-$610	0.08%	131
2021 Q3	$346K	Sell	6,547 -557	-8%	-$28.3K	0.08%	134
2021 Q2	$351K	Sell	7,104 -22	-0.3%	-$1.17K	0.08%	134
2021 Q1	$370K	Sell	7,126 -74	-1%	-$3.61K	0.09%	137
2020 Q4	$301K	Buy	+7,200	New	+$267K	0.08%	135

Other funds holding KBE

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Kesler Norman & Wride's KBE Position: Q4 2022 in Review

Kesler Norman & Wride sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 4,934 shares — an estimated $219K sold.

Kesler Norman & Wride first reported a position in KBE in Q4 2020 and held it in 8 quarters. The position peaked at $370K in Q1 2021. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Kesler Norman & Wride reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Kesler Norman & Wride sold 4,934 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $219K.
Kesler Norman & Wride first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 8 quarters.
Kesler Norman & Wride's State Street SPDR S&P Bank ETF position peaked at $370K in Q1 2021.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Kesler Norman & Wride's 13F filing for Q4 2022, filed 7 Feb 2023.