Prelude Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Prelude Capital Management’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 Q3	–	Sell	-5,000	Closed	-$257K	–	1879
2021 Q2	$257K	Hold	5,000	–	–	0.01%	1265
2021 Q1	$259K	Hold	5,000	–	–	0.01%	1212
2020 Q4	$209K	Hold	5,000	–	–	0.01%	1095
2020 Q3	$147K	Hold	5,000	–	–	0.01%	777
2020 Q2	$158K	Buy	+5,000	New	+$151K	0.01%	804

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

Prelude Capital Management's KBE Position: Q4 2021 in Review

Prelude Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 11,000 shares — an estimated $582K sold.

Prelude Capital Management first reported a position in KBE in Q3 2018 and held it in 3 quarters. The position peaked at $582K in Q3 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Prelude Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
Prelude Capital Management sold 11,000 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $582K.
Prelude Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and held it in 3 quarters.
Prelude Capital Management's State Street SPDR S&P Bank ETF position peaked at $582K in Q3 2021.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Prelude Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.