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Marshall Financial Group (Maryland)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-5,165
Closed -$270K – 203
2022
Q1 		$270K Sell
5,165
-200
-4% -$11.2K 0.11% 179
2021
Q4 		$293K Buy
+5,365
New +$297K 0.11% 181

Other funds holding KBE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Marshall Financial Group (Maryland)'s KBE Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 5,165 shares — an estimated $270K sold.

Marshall Financial Group (Maryland) first reported a position in KBE in Q4 2021 and held it in 2 quarters. The position peaked at $293K in Q4 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,165 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $270K.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s State Street SPDR S&P Bank ETF position peaked at $293K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.