New England Capital Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

New England Capital Financial 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
2024 Q3	–	Sell	-50	Closed	-$2.31K	–	410
2024 Q2	$2.31K	Buy	50 +1	+2%	+$46	﹤0.01%	308
2024 Q1	$2.33K	Sell	49 -205	-81%	-$9.2K	﹤0.01%	308
2023 Q4	$11.7K	Buy	254 +2	+0.8%	+$79	0.01%	221
2023 Q3	$9.3K	Buy	252 +2	+0.8%	+$78	0.01%	232
2023 Q2	$8.99K	Buy	250 +2	+0.8%	+$71	0.01%	233
2023 Q1	$9.18K	Buy	+248	New	+$11.1K	0.01%	256

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

Citigroup New York $235B AUM 32.99% 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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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 $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

New England Capital Financial Advisors's KBE Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 50 shares — an estimated $2.31K sold.

New England Capital Financial Advisors first reported a position in KBE in Q1 2023 and held it in 6 quarters. The position peaked at $11.7K in Q4 2023. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

New England Capital Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 50 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $2.31K.
New England Capital Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2023 and held it in 6 quarters.
New England Capital Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $11.7K in Q4 2023.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.