Lehman & Derafelo Financial Resources’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lehman & Derafelo Financial Resources’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	-1,534	Closed	-$68K	–	157
2022 Q3	$68K	Hold	1,534	–	–	0.02%	117
2022 Q2	$67K	Buy	+1,534	New	+$72.9K	0.02%	121
2021 Q4	–	Sell	-1,534	Closed	-$81K	–	156
2021 Q3	$81K	Buy	1,534 +31	+2%	+$1.57K	0.03%	122
2021 Q2	$77K	Hold	1,503	–	–	0.02%	143
2021 Q1	$78K	Buy	1,503 +363	+32%	+$17.7K	0.02%	136
2020 Q4	$48K	Hold	1,140	–	–	0.01%	149
2020 Q3	$34K	Hold	1,140	–	–	0.01%	185
2020 Q2	$36K	Buy	+1,140	New	+$34.4K	0.01%	168
2020 Q1	–	Sell	-74,018	Closed	-$3.5M	–	205
2019 Q4	$3.5M	Sell	74,018 -98	-0.1%	-$4.44K	1.26%	18
2019 Q3	$3.2M	Sell	74,116 -498	-0.7%	-$21.2K	1.22%	18
2019 Q2	$3.28M	Sell	74,614 -98	-0.1%	-$4.26K	1.34%	16
2019 Q1	$3.12M	Buy	74,712 +2	+0%	+$86	1.35%	18
2018 Q4	$2.79M	Buy	+74,710	New	+$3.17M	1.39%	17

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

Lehman & Derafelo Financial Resources's KBE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 1,534 shares — an estimated $68K sold.

Lehman & Derafelo Financial Resources first reported a position in KBE in Q4 2018 and held it in 13 quarters. The position peaked at $3.5M in Q4 2019. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,534 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $68K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Bank ETF position peaked at $3.5M in Q4 2019.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.