Mivtachim The Workers Social Insurance Fund’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	-678,130	Closed	-$35.5M	–	41
2022 Q1	$35.5M	Hold	678,130	–	–	1.28%	19
2021 Q4	$37M	Hold	678,130	–	–	1.16%	19
2021 Q3	$35.9M	Sell	678,130 -437,670	-39%	-$22.2M	1.2%	19
2021 Q2	$57.3M	Hold	1,115,800	–	–	1.93%	14
2021 Q1	$57.9M	Buy	1,115,800 +320,240	+40%	+$15.6M	2.14%	14
2020 Q4	$33.3M	Sell	795,560 -586,000	-42%	-$21.7M	1.32%	16
2020 Q3	$40.7M	Hold	1,381,560	–	–	1.69%	17
2020 Q2	$43.6M	Sell	1,381,560 -397,200	-22%	-$12M	1.67%	10
2020 Q1	$48M	Buy	+1,778,760	New	+$71.2M	1.97%	8

Other funds holding KBE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's KBE Position: Q2 2022 in Review

Mivtachim The Workers Social Insurance Fund sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 678,130 shares — an estimated $35.5M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in KBE in Q1 2020 and held it in 9 quarters. The position peaked at $57.9M in Q1 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Mivtachim The Workers Social Insurance Fund reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 678,130 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $35.5M.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street SPDR S&P Bank ETF in Q1 2020 and held it in 9 quarters.
Mivtachim The Workers Social Insurance Fund's State Street SPDR S&P Bank ETF position peaked at $57.9M in Q1 2021.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2022, filed 25 Jul 2022.