Olympiad Research’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Olympiad Research’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 Q3	$364K	Sell	8,211 -8,534	-51%	-$406K	0.2%	115
2022 Q2	$735K	Sell	16,745 -24,141	-59%	-$1.15M	0.33%	93
2022 Q1	$2.14M	Buy	40,886 +11,288	+38%	+$630K	0.65%	48
2021 Q4	$1.61M	Buy	29,598 +9,421	+47%	+$522K	0.58%	54
2021 Q3	$1.07M	Sell	20,177 -37,520	-65%	-$1.9M	0.33%	97
2021 Q2	$2.96M	Sell	57,697 -26,109	-31%	-$1.39M	1.03%	27
2021 Q1	$4.35M	Buy	+83,806	New	+$4.08M	1.86%	10

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Olympiad Research's KBE Position: Q3 2022 in Review

Olympiad Research reduced its State Street SPDR S&P Bank ETF (KBE) stake by 51% in Q3 2022, selling an estimated $406K and leaving 8,211 shares worth $364K. The position accounts for 0.2% of the portfolio, ranked #115.

Olympiad Research first reported a position in KBE in Q1 2021 and has held it in 7 quarters since. The position peaked at $4.35M in Q1 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Olympiad Research held 8,211 shares of State Street SPDR S&P Bank ETF worth $364K as of Q3 2022.
Olympiad Research sold 8,534 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $406K.
State Street SPDR S&P Bank ETF made up 0.2% of Olympiad Research's portfolio in Q3 2022, its #115 holding.
Olympiad Research first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 7 quarters since.
Olympiad Research's State Street SPDR S&P Bank ETF position peaked at $4.35M in Q1 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.