Old Mission Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Old Mission Capital’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	-6,036	Closed	-$278K	–	1499
2023 Q4	$278K	Buy	+6,036	New	+$239K	0.01%	971
2020 Q3	–	Sell	-8,687	Closed	-$274K	–	519
2020 Q2	$274K	Buy	+8,687	New	+$262K	0.02%	341
2017 Q3	–	Sell	-12,971	Closed	-$564K	–	385
2017 Q2	$564K	Buy	12,971 +2,291	+21%	+$97.4K	0.07%	161
2017 Q1	$459K	Buy	10,680 +1,289	+14%	+$56.8K	0.05%	198
2016 Q4	$408K	Buy	+9,391	New	+$363K	0.03%	275

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 $2.27B AUM 18.34% 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 $14.7B AUM 47% 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

Old Mission Capital's KBE Position: Q1 2024 in Review

Old Mission Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 6,036 shares — an estimated $278K sold.

Old Mission Capital first reported a position in KBE in Q4 2016 and held it in 5 quarters. The position peaked at $564K in Q2 2017. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Old Mission Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 6,036 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $278K.
Old Mission Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 5 quarters.
Old Mission Capital's State Street SPDR S&P Bank ETF position peaked at $564K in Q2 2017.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.