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

Realta 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
2024 Q3	–	Sell	-308	Closed	-$14.3K	–	576
2024 Q2	$14.3K	Buy	308 +1	+0.3%	+$46	﹤0.01%	648
2024 Q1	$14.4K	Buy	+307	New	+$13.8K	﹤0.01%	669
2023 Q4	–	Sell	-302	Closed	-$10.9K	–	638
2023 Q3	$10.9K	Hold	302	–	–	﹤0.01%	672
2023 Q2	$10.9K	Buy	+302	New	+$10.8K	﹤0.01%	721
2023 Q1	–	Sell	-714	Closed	-$32.2K	–	654
2022 Q4	$32.2K	Hold	714	–	–	0.01%	594
2022 Q3	$32K	Buy	+714	New	+$33.9K	0.01%	573
2020 Q1	–	Sell	-1,995	Closed	-$92K	–	890
2019 Q4	$92K	Hold	1,995	–	–	0.03%	524
2019 Q3	$87K	Sell	1,995 -310	-13%	-$13.2K	0.02%	531
2019 Q2	$100K	Buy	2,305 +1,434	+165%	+$62.3K	0.03%	499
2019 Q1	$36K	Buy	+871	New	+$37.3K	0.02%	631

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

HIIFS

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Realta Investment Advisors's KBE Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 308 shares — an estimated $14.3K sold.

Realta Investment Advisors first reported a position in KBE in Q1 2019 and held it in 10 quarters. The position peaked at $100K in Q2 2019. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 308 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $14.3K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $100K in Q2 2019.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.