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

Peterson 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
2024 Q3	$264	Buy	+5	New	+$256	﹤0.01%	419

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Peterson Financial Group's KBE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2024: 5 shares worth $264. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Peterson Financial Group held 5 shares of State Street SPDR S&P Bank ETF worth $264 as of Q3 2024.
State Street SPDR S&P Bank ETF was a new Peterson Financial Group position in Q3 2024.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #419 holding.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.