Migdal Insurance & Financial Holdings’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-780,000	Closed	-$35.9M	–	415
2023 Q4	$35.9M	Buy	+780,000	New	+$30.9M	0.72%	35
2023 Q3	–	Sell	-2,420,000	Closed	-$87.1M	–	512
2023 Q2	$87.1M	Buy	+2,420,000	New	+$86.2M	2.01%	11
2021 Q2	–	Sell	-6,392,713	Closed	-$332M	–	631
2021 Q1	$332M	Buy	6,392,713 +2,156,850	+51%	+$105M	3.34%	3
2020 Q4	$177M	Buy	+4,235,863	New	+$157M	2.09%	12
2020 Q3	–	Sell	-1,837,500	Closed	-$58M	–	729
2020 Q2	$58M	Buy	+1,837,500	New	+$55.5M	0.94%	30
2016 Q1	–	Sell	-3,280,795	Closed	-$111M	–	124
2015 Q4	$111M	Buy	+3,280,795	New	+$114M	3.16%	7

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

WBG

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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 $20.6B AUM 59.59% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's KBE Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 780,000 shares — an estimated $35.9M sold.

Migdal Insurance & Financial Holdings first reported a position in KBE in Q4 2015 and held it in 6 quarters. The position peaked at $332M in Q1 2021. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 780,000 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $35.9M.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR S&P Bank ETF position peaked at $332M in Q1 2021.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.