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

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-800	Closed	-$44K	–	2151
2021 Q4	$44K	Buy	800 +700	+700%	+$38.8K	0.01%	924
2021 Q3	$5K	Buy	+100	New	+$5.08K	﹤0.01%	1695
2019 Q2	–	Sell	-300	Closed	-$13K	–	1452
2019 Q1	$13K	Hold	300	–	–	0.01%	651
2018 Q4	$11K	Hold	300	–	–	0.01%	596
2018 Q3	$14K	Sell	300 -300	-50%	-$14.6K	0.01%	559
2018 Q2	$28K	Hold	600	–	–	0.03%	240
2018 Q1	$28K	Buy	600 +387	+182%	+$19.2K	0.02%	409
2017 Q4	$10K	Buy	213 +1	+0.5%	+$46	0.01%	587
2017 Q3	$10K	Buy	212 +10	+5%	+$429	0.01%	548
2017 Q2	$9K	Sell	202 -179	-47%	-$7.61K	0.01%	547
2017 Q1	$16K	Buy	+381	New	+$16.8K	0.02%	406

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's KBE Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 800 shares — an estimated $44K sold.

Patriot Financial Group Insurance Agency first reported a position in KBE in Q1 2017 and held it in 11 quarters. The position peaked at $44K in Q4 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 800 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $44K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Bank ETF position peaked at $44K in Q4 2021.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.