Key Client Fiduciary Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Key Client Fiduciary Advisors’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
2023 Q1	–	Sell	-103,205	Closed	-$4.66M	–	172
2022 Q4	$4.66M	Sell	103,205 -1,959	-2%	-$91.9K	3.15%	7
2022 Q3	$4.66M	Buy	105,164 +71	+0.1%	+$3.38K	4.21%	5
2022 Q2	$4.61M	Sell	105,093 -2,440	-2%	-$116K	4.49%	6
2022 Q1	$5.63M	Sell	107,533 -594	-0.5%	-$33.1K	4.45%	4
2021 Q4	$5.9M	Buy	+108,127	New	+$5.99M	4.87%	2

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IUHSA

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Key Client Fiduciary Advisors's KBE Position: Q1 2023 in Review

Key Client Fiduciary Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 103,205 shares — an estimated $4.66M sold.

Key Client Fiduciary Advisors first reported a position in KBE in Q4 2021 and held it in 5 quarters. The position peaked at $5.9M in Q4 2021. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Key Client Fiduciary Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 103,205 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $4.66M.
Key Client Fiduciary Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 5 quarters.
Key Client Fiduciary Advisors's State Street SPDR S&P Bank ETF position peaked at $5.9M in Q4 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.