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

Mercer Global 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
2023 Q1	–	Sell	-5,144	Closed	-$232K	–	2000
2022 Q4	$232K	Sell	5,144 -122	-2%	-$5.72K	﹤0.01%	1635
2022 Q3	$233K	Sell	5,266 -1,766	-25%	-$83.9K	﹤0.01%	1557
2022 Q2	$309K	Sell	7,032 -3,573	-34%	-$170K	﹤0.01%	1409
2022 Q1	$555K	Sell	10,605 -8,428	-44%	-$470K	﹤0.01%	1178
2021 Q4	$1.04M	Sell	19,033 -4,515	-19%	-$250K	0.01%	872
2021 Q3	$1.25M	Sell	23,548 -1,066	-4%	-$54.1K	0.01%	774
2021 Q2	$1.26M	Sell	24,614 -25,470	-51%	-$1.36M	0.01%	739
2021 Q1	$2.6M	Buy	+50,084	New	+$2.44M	0.02%	451

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

Mercer Global Advisors's KBE Position: Q1 2023 in Review

Mercer Global Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 5,144 shares — an estimated $232K sold.

Mercer Global Advisors first reported a position in KBE in Q1 2021 and held it in 8 quarters. The position peaked at $2.6M in Q1 2021. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Mercer Global Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Mercer Global Advisors sold 5,144 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $232K.
Mercer Global Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 8 quarters.
Mercer Global Advisors's State Street SPDR S&P Bank ETF position peaked at $2.6M in Q1 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.