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

Phoenix Financial’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
2021 Q4	–	Sell	-7,671	Closed	-$406K	–	405
2021 Q3	$406K	Buy	+7,671	New	+$389K	0.01%	343
2021 Q2	–	Sell	-16,680	Closed	-$865K	–	368
2021 Q1	$865K	Hold	16,680	–	–	0.02%	290
2020 Q4	$696K	Buy	+16,680	New	+$618K	0.02%	242
2020 Q2	–	Sell	-10,434	Closed	-$275K	–	338
2020 Q1	$275K	Sell	10,434 -17,566	-63%	-$703K	0.01%	274
2019 Q4	$1.31M	Buy	+28,000	New	+$1.27M	0.06%	146

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

MIH

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

Phoenix Financial's KBE Position: Q4 2021 in Review

Phoenix Financial sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 7,671 shares — an estimated $406K sold.

Phoenix Financial first reported a position in KBE in Q4 2019 and held it in 5 quarters. The position peaked at $1.31M in Q4 2019. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Phoenix Financial reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 7,671 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $406K.
Phoenix Financial first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 5 quarters.
Phoenix Financial's State Street SPDR S&P Bank ETF position peaked at $1.31M in Q4 2019.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.