Prudential plc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Prudential plc’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
2024 Q1	–	Sell	-76,700	Closed	-$3.53M	–	822
2023 Q4	$3.53M	Buy	+76,700	New	+$3.03M	0.04%	305
2021 Q2	–	Sell	-8,000	Closed	-$415K	–	573
2021 Q1	$415K	Buy	+8,000	New	+$390K	﹤0.01%	540
2020 Q1	–	Sell	-28,100	Closed	-$1.33M	–	617
2019 Q4	$1.33M	Buy	+28,100	New	+$1.27M	0.01%	326

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc's KBE Position: Q1 2024 in Review

Prudential plc sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 76,700 shares — an estimated $3.53M sold.

Prudential plc first reported a position in KBE in Q4 2019 and held it in 3 quarters. The position peaked at $3.53M in Q4 2023. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Prudential plc reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Prudential plc sold 76,700 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $3.53M.
Prudential plc first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 3 quarters.
Prudential plc's State Street SPDR S&P Bank ETF position peaked at $3.53M in Q4 2023.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Prudential plc's 13F filing for Q1 2024, filed 14 May 2024.