Plante Moran Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-1	Closed	–	–	925
2022 Q3	$0	Buy	+1	New	+$48	﹤0.01%	969
2019 Q1	–	Sell	-109	Closed	-$4K	–	864
2018 Q4	$4K	Buy	+109	New	+$4.62K	﹤0.01%	622
2015 Q1	–	Sell	-79	Closed	-$3K	–	757
2014 Q4	$3K	Buy	+79	New	+$2.58K	﹤0.01%	719

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Plante Moran Financial Advisors's KBE Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 1 share.

Plante Moran Financial Advisors first reported a position in KBE in Q4 2014 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1 State Street SPDR S&P Bank ETF share in Q4 2022.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $4K in Q4 2018.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.