Oxford Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Oxford Financial Group’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 Q4	–	Sell	-3,000	Closed	-$133K	–	268
2022 Q3	$133K	Hold	3,000	–	–	0.02%	174
2022 Q2	$132K	Hold	3,000	–	–	0.02%	190
2022 Q1	$157K	Buy	+3,000	New	+$167K	0.02%	192

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Oxford Financial Group's KBE Position: Q4 2022 in Review

Oxford Financial Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 3,000 shares — an estimated $133K sold.

Oxford Financial Group first reported a position in KBE in Q1 2022 and held it in 3 quarters. The position peaked at $157K in Q1 2022. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Oxford Financial Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Oxford Financial Group sold 3,000 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $133K.
Oxford Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 3 quarters.
Oxford Financial Group's State Street SPDR S&P Bank ETF position peaked at $157K in Q1 2022.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.