Mirabella Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-143,980	Closed	-$6.78M	–	561
2024 Q1	$6.78M	Buy	+143,980	New	+$6.46M	0.49%	46
2022 Q2	–	Sell	-72,840	Closed	-$3.89M	–	596
2022 Q1	$3.89M	Buy	+72,840	New	+$4.06M	0.43%	34
2021 Q2	–	Sell	-29,560	Closed	-$1.53M	–	354
2021 Q1	$1.53M	Buy	+29,560	New	+$1.44M	0.48%	59

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Mirabella Financial Services's KBE Position: Q2 2024 in Review

Mirabella Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 143,980 shares — an estimated $6.78M sold.

Mirabella Financial Services first reported a position in KBE in Q1 2021 and held it in 3 quarters. The position peaked at $6.78M in Q1 2024. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

Mirabella Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 143,980 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $6.78M.
Mirabella Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 3 quarters.
Mirabella Financial Services's State Street SPDR S&P Bank ETF position peaked at $6.78M in Q1 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.