Partners Capital Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Partners Capital Investment 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 Q2	–	Sell	-271,276	Closed	-$14.2M	–	130
2022 Q1	$14.2M	Hold	271,276	–	–	0.7%	49
2021 Q4	$14.8M	Buy	+271,276	New	+$15M	0.69%	51
2021 Q1	–	Sell	-513,626	Closed	-$21.5M	–	150
2020 Q4	$21.5M	Sell	513,626 -517,146	-50%	-$19.2M	1.23%	30
2020 Q3	$30.4M	Buy	+1,030,772	New	+$32.1M	1.87%	17

Other funds holding KBE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

IUHSA

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

Partners Capital Investment Group's KBE Position: Q2 2022 in Review

Partners Capital Investment Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 271,276 shares — an estimated $14.2M sold.

Partners Capital Investment Group first reported a position in KBE in Q3 2020 and held it in 4 quarters. The position peaked at $30.4M in Q3 2020. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Partners Capital Investment Group reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Partners Capital Investment Group sold 271,276 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $14.2M.
Partners Capital Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and held it in 4 quarters.
Partners Capital Investment Group's State Street SPDR S&P Bank ETF position peaked at $30.4M in Q3 2020.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Partners Capital Investment Group's 13F filing for Q2 2022, filed 15 Aug 2022.