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Morningstar Investment Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Morningstar Investment 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
2020
Q4 		– Sell
-76,737
Closed -$2.24M – 213
2020
Q3 		$2.24M Buy
+76,737
New +$2.39M 0.03% 157

Other funds holding KBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Morningstar Investment Services's KBE Position: Q4 2020 in Review

Morningstar Investment Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2020, closing a stake of 76,737 shares — an estimated $2.24M sold.

Morningstar Investment Services first reported a position in KBE in Q3 2020 and held it in 1 quarter. The position peaked at $2.24M in Q3 2020. 208 funds tracked by Wall St. Rank hold KBE as of Q4 2020.

  • Morningstar Investment Services reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 76,737 State Street SPDR S&P Bank ETF shares in Q4 2020, an estimated $2.24M.
  • Morningstar Investment Services first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and held it in 1 quarter.
  • Morningstar Investment Services's State Street SPDR S&P Bank ETF position peaked at $2.24M in Q3 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2020.

Based on Morningstar Investment Services's 13F filing for Q4 2020, filed 11 Feb 2021.