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

Pinnacle Advisory 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
2021 Q1	$45.3M	Buy	874,004 +520,448	+147%	+$25.4M	2.09%	14
2020 Q4	$14.8M	Buy	+353,556	New	+$13.1M	0.89%	36
2014 Q2	–	Sell	-6,914	Closed	-$235K	–	135
2014 Q1	$235K	Sell	6,914 -121	-2%	-$3.99K	0.02%	93
2013 Q4	$233K	Sell	7,035 -211	-3%	-$6.7K	0.03%	80
2013 Q3	$217K	Sell	7,246 -220	-3%	-$6.73K	0.03%	90
2013 Q2	$214K	Buy	+7,466	New	+$204K	0.03%	78

Other funds holding KBE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Pinnacle Advisory Group's KBE Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street SPDR S&P Bank ETF (KBE) stake by 147% in Q1 2021, buying an estimated $25.4M and bringing the position to 874,004 shares worth $45.3M. The position accounts for 2.09% of the portfolio, ranked #14.

Pinnacle Advisory Group first reported a position in KBE in Q2 2013 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold KBE as of Q1 2021.

Pinnacle Advisory Group held 874,004 shares of State Street SPDR S&P Bank ETF worth $45.3M as of Q1 2021.
Pinnacle Advisory Group bought 520,448 State Street SPDR S&P Bank ETF shares in Q1 2021, an estimated $25.4M.
State Street SPDR S&P Bank ETF made up 2.09% of Pinnacle Advisory Group's portfolio in Q1 2021, its #14 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 6 quarters since.
283 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.