Rockbridge Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-915	Closed	-$47.5K	–	734
2022 Q1	$47.5K	Hold	915	–	–	0.01%	304
2021 Q4	$50K	Hold	915	–	–	0.01%	347
2021 Q3	$48K	Hold	915	–	–	0.01%	325
2021 Q2	$47K	Hold	915	–	–	0.01%	324
2021 Q1	$47K	Hold	915	–	–	0.01%	298
2020 Q4	$38K	Hold	915	–	–	0.01%	323
2020 Q3	$27K	Hold	915	–	–	0.01%	335
2020 Q2	$29K	Buy	+915	New	+$27.6K	0.01%	292

Other funds holding KBE

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

IUHSA

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

Rockbridge Investment Management's KBE Position: Q2 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2022, closing a stake of 915 shares — an estimated $47.5K sold.

Rockbridge Investment Management first reported a position in KBE in Q2 2020 and held it in 8 quarters. The position peaked at $50K in Q4 2021. 257 funds tracked by Wall St. Rank hold KBE as of Q2 2022.

Rockbridge Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 915 State Street SPDR S&P Bank ETF shares in Q2 2022, an estimated $47.5K.
Rockbridge Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's State Street SPDR S&P Bank ETF position peaked at $50K in Q4 2021.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.