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LM Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

LM 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
2024
Q1 		– Sell
-435
Closed -$20K – 480
2023
Q4 		$20K Buy
+435
New +$17.2K ﹤0.01% 437

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's KBE Position: Q1 2024 in Review

LM Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 435 shares — an estimated $20K sold.

LM Advisors first reported a position in KBE in Q4 2023 and held it in 1 quarter. The position peaked at $20K in Q4 2023. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

  • LM Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 435 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $20K.
  • LM Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's State Street SPDR S&P Bank ETF position peaked at $20K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.