M Holdings Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

M Holdings Securities’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 Q4	–	Sell	-30,439	Closed	-$1.12M	–	192
2023 Q3	$1.12M	Buy	+30,439	New	+$1.19M	0.15%	103
2023 Q2	–	Sell	-34,452	Closed	-$1.28M	–	343
2023 Q1	$1.28M	Sell	34,452 -685	-2%	-$30.8K	0.13%	127
2022 Q4	$1.59M	Sell	35,137 -2,152	-6%	-$101K	0.17%	112
2022 Q3	$1.65M	Buy	37,289 +2,346	+7%	+$112K	0.18%	103
2022 Q2	$1.53M	Buy	34,943 +4,732	+16%	+$225K	0.16%	112
2022 Q1	$1.58M	Buy	+30,211	New	+$1.69M	0.12%	136
2021 Q2	$1.42M	Buy	27,598 +1,953	+8%	+$104K	0.14%	124
2021 Q1	$1.33M	Sell	25,645 -22,114	-46%	-$1.08M	0.12%	156
2020 Q4	$2M	Buy	47,759 +10,032	+27%	+$372K	0.25%	86
2020 Q3	$1.11M	Buy	+37,727	New	+$1.17M	0.18%	107
2014 Q2	–	Sell	-27,608	Closed	-$940K	–	198
2014 Q1	$940K	Sell	27,608 -2,783	-9%	-$91.8K	0.99%	33
2013 Q4	$1.01M	Buy	+30,391	New	+$965K	0.72%	37

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

M Holdings Securities's KBE Position: Q4 2023 in Review

M Holdings Securities sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2023, closing a stake of 30,439 shares — an estimated $1.12M sold.

M Holdings Securities first reported a position in KBE in Q4 2013 and held it in 12 quarters. The position peaked at $2M in Q4 2020. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

M Holdings Securities reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2023 after selling out during the quarter.
M Holdings Securities sold 30,439 State Street SPDR S&P Bank ETF shares in Q4 2023, an estimated $1.12M.
M Holdings Securities first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 12 quarters.
M Holdings Securities's State Street SPDR S&P Bank ETF position peaked at $2M in Q4 2020.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on M Holdings Securities's 13F filing for Q4 2023, filed 14 Feb 2024.