McGuire Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

McGuire Investment Group’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 Q1	–	Sell	-5,195	Closed	-$235K	–	119
2022 Q4	$235K	Hold	5,195	–	–	0.05%	103
2022 Q3	$230K	Hold	5,195	–	–	0.05%	102
2022 Q2	$228K	Hold	5,195	–	–	0.05%	106
2022 Q1	$272K	Sell	5,195 -33	-0.6%	-$1.84K	0.05%	99
2021 Q4	$285K	Hold	5,228	–	–	0.05%	102
2021 Q3	$277K	Hold	5,228	–	–	0.05%	98
2021 Q2	$268K	Hold	5,228	–	–	0.05%	104
2021 Q1	$271K	Sell	5,228 -31	-0.6%	-$1.51K	0.06%	96
2020 Q4	$220K	Buy	+5,259	New	+$195K	0.05%	91
2020 Q1	–	Sell	-5,228	Closed	-$247K	–	88
2019 Q4	$247K	Sell	5,228 -380	-7%	-$17.2K	0.07%	86
2019 Q3	$242K	Sell	5,608 -2,058	-27%	-$87.7K	0.08%	88
2019 Q2	$332K	Sell	7,666 -22,368	-74%	-$972K	0.11%	78
2019 Q1	$1.25M	Buy	30,034 +5,499	+22%	+$236K	0.41%	53
2018 Q4	$916K	Sell	24,535 -881	-3%	-$37.4K	0.35%	54
2018 Q3	$1.18M	Buy	+25,416	New	+$1.24M	0.39%	52

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McGuire Investment Group's KBE Position: Q1 2023 in Review

McGuire Investment Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 5,195 shares — an estimated $235K sold.

McGuire Investment Group first reported a position in KBE in Q3 2018 and held it in 15 quarters. The position peaked at $1.25M in Q1 2019. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

McGuire Investment Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
McGuire Investment Group sold 5,195 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $235K.
McGuire Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and held it in 15 quarters.
McGuire Investment Group's State Street SPDR S&P Bank ETF position peaked at $1.25M in Q1 2019.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on McGuire Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.