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Pinion Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pinion Investment Advisors’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
-4,553
Closed -$238K – 167
2022
Q1 		$238K Buy
+4,553
New +$254K 0.17% 154

Other funds holding KBE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

Pinion Investment Advisors's KBE Position: Q2 2022 in Review

Pinion Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 4,553 shares — an estimated $238K sold.

Pinion Investment Advisors first reported a position in KBE in Q1 2022 and held it in 1 quarter. The position peaked at $238K in Q1 2022. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

  • Pinion Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,553 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $238K.
  • Pinion Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 1 quarter.
  • Pinion Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $238K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.