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

Pendal 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
2020
Q4 		– Sell
-25,000
Closed -$736K – 530
2020
Q3 		$736K Buy
25,000
+6,000
+32% +$187K 0.01% 282
2020
Q2 		$599K Buy
19,000
+9,400
+98% +$284K 0.01% 294
2020
Q1 		$259K Hold
9,600
– – ﹤0.01% 325
2019
Q4 		$454K Hold
9,600
– – 0.01% 327
2019
Q3 		$414K Buy
+9,600
New +$409K 0.01% 374

Other funds holding KBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Pendal Group's KBE Position: Q4 2020 in Review

Pendal Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2020, closing a stake of 25,000 shares — an estimated $736K sold.

Pendal Group first reported a position in KBE in Q3 2019 and held it in 5 quarters. The position peaked at $736K in Q3 2020. 208 funds tracked by Wall St. Rank hold KBE as of Q4 2020.

  • Pendal Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2020 after selling out during the quarter.
  • Pendal Group sold 25,000 State Street SPDR S&P Bank ETF shares in Q4 2020, an estimated $736K.
  • Pendal Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 5 quarters.
  • Pendal Group's State Street SPDR S&P Bank ETF position peaked at $736K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2020.

Based on Pendal Group's 13F filing for Q4 2020, filed 21 Jan 2021.