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

Rehmann Capital 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
2022 Q3	–	Sell	-33,525	Closed	-$1.47M	–	537
2022 Q2	$1.47M	Buy	33,525 +1,469	+5%	+$69.8K	0.16%	117
2022 Q1	$1.68M	Buy	32,056 +392	+1%	+$21.9K	0.16%	115
2021 Q4	$1.73M	Buy	31,664 +1,367	+5%	+$75.8K	0.16%	112
2021 Q3	$1.6M	Buy	30,297 +318	+1%	+$16.1K	0.15%	112
2021 Q2	$1.5M	Buy	+29,979	New	+$1.6M	0.14%	113
2019 Q3	–	Sell	-3,098	Closed	-$134K	–	1941
2019 Q2	$134K	Sell	3,098 -2,073	-40%	-$90.1K	0.02%	523
2019 Q1	$216K	Buy	+5,171	New	+$222K	0.03%	393
2018 Q4	–	Sell	-26,619	Closed	-$1.24M	–	2011
2018 Q3	$1.24M	Sell	26,619 -3,660	-12%	-$178K	0.17%	101
2018 Q2	$1.43M	Buy	30,279 +47	+0.2%	+$2.3K	0.21%	89
2018 Q1	$1.45M	Sell	30,232 -154	-0.5%	-$7.65K	0.23%	84
2017 Q4	$1.44M	Buy	30,386 +1,411	+5%	+$64.9K	0.24%	86
2017 Q3	$1.31M	Sell	28,975 -3,625	-11%	-$155K	0.24%	91
2017 Q2	$1.42M	Sell	32,600 -4,902	-13%	-$208K	0.27%	78
2017 Q1	$1.61M	Buy	37,502 +3,634	+11%	+$160K	0.27%	78
2016 Q4	$1.47M	Buy	+33,868	New	+$1.31M	0.27%	76

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIH

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rehmann Capital Advisory Group's KBE Position: Q3 2022 in Review

Rehmann Capital Advisory Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 33,525 shares — an estimated $1.47M sold.

Rehmann Capital Advisory Group first reported a position in KBE in Q4 2016 and held it in 15 quarters. The position peaked at $1.73M in Q4 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Rehmann Capital Advisory Group reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 33,525 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $1.47M.
Rehmann Capital Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 15 quarters.
Rehmann Capital Advisory Group's State Street SPDR S&P Bank ETF position peaked at $1.73M in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.