Lee Financial’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lee Financial’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
2020 Q3	–	Sell	-64	Closed	-$2K	–	547
2020 Q2	$2K	Hold	64	–	–	﹤0.01%	491
2020 Q1	$2K	Hold	64	–	–	﹤0.01%	439
2019 Q4	$3K	Hold	64	–	–	﹤0.01%	439
2019 Q3	$3K	Hold	64	–	–	﹤0.01%	452
2019 Q2	$3K	Hold	64	–	–	﹤0.01%	460
2019 Q1	$3K	Buy	+64	New	+$2.74K	﹤0.01%	451

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lee Financial's KBE Position: Q3 2020 in Review

Lee Financial sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 64 shares — an estimated $2K sold.

Lee Financial first reported a position in KBE in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 163 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

Lee Financial reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
Lee Financial sold 64 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $2K.
Lee Financial first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 6 quarters.
Lee Financial's State Street SPDR S&P Bank ETF position peaked at $3K in Q4 2019.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on Lee Financial's 13F filing for Q3 2020, filed 3 Nov 2020.