Lynx Investment Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lynx Investment Advisory’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 Q3	–	Sell	-980	Closed	-$45.5K	–	459
2024 Q2	$45.5K	Buy	+980	New	+$44.6K	0.03%	255

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Lynx Investment Advisory's KBE Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 980 shares — an estimated $45.5K sold.

Lynx Investment Advisory first reported a position in KBE in Q2 2024 and held it in 1 quarter. The position peaked at $45.5K in Q2 2024. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Lynx Investment Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 980 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $45.5K.
Lynx Investment Advisory first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's State Street SPDR S&P Bank ETF position peaked at $45.5K in Q2 2024.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.