Sargent Bickham Lagudis’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sargent Bickham Lagudis’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 Q4	$9.39K	Hold	208	–	–	﹤0.01%	739
2022 Q3	$9K	Hold	208	–	–	﹤0.01%	707
2022 Q2	$9K	Hold	208	–	–	﹤0.01%	714
2022 Q1	$11K	Hold	208	–	–	﹤0.01%	697
2021 Q4	$11K	Hold	208	–	–	﹤0.01%	699
2021 Q3	$11K	Hold	208	–	–	﹤0.01%	702
2021 Q2	$11K	Hold	208	–	–	﹤0.01%	703
2021 Q1	$11K	Hold	208	–	–	﹤0.01%	678
2020 Q4	$9K	Hold	208	–	–	﹤0.01%	670
2020 Q3	$6K	Hold	208	–	–	﹤0.01%	648
2020 Q2	$7K	Hold	208	–	–	﹤0.01%	615
2020 Q1	$6K	Hold	208	–	–	﹤0.01%	623
2019 Q4	$10K	Hold	208	–	–	﹤0.01%	612
2019 Q3	$9K	Hold	208	–	–	﹤0.01%	580
2019 Q2	$9K	Hold	208	–	–	﹤0.01%	600
2019 Q1	$9K	Hold	208	–	–	﹤0.01%	628
2018 Q4	$8K	Hold	208	–	–	﹤0.01%	608
2018 Q3	$10K	Hold	208	–	–	﹤0.01%	609
2018 Q2	$10K	Hold	208	–	–	﹤0.01%	592
2018 Q1	$10K	Sell	208 -285	-58%	-$14.2K	﹤0.01%	575
2017 Q4	$23K	Hold	493	–	–	﹤0.01%	469
2017 Q3	$22K	Hold	493	–	–	﹤0.01%	482
2017 Q2	$21K	Sell	493 -152	-24%	-$6.46K	﹤0.01%	474
2017 Q1	$28K	Sell	645 -166	-20%	-$7.31K	﹤0.01%	440
2016 Q4	$35K	Hold	811	–	–	0.01%	389
2016 Q3	$27	Sell	811 -780	-49%	-$25.4K	﹤0.01%	440
2016 Q2	$48K	Hold	1,591	–	–	0.01%	343
2016 Q1	$48K	Buy	+1,591	New	+$47.2K	0.01%	363

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IUHSA

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

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Sargent Bickham Lagudis's KBE Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P Bank ETF (KBE) position steady in Q4 2022 at 208 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Sargent Bickham Lagudis first reported a position in KBE in Q1 2016 and has held it in 28 quarters since. The position peaked at $48K in Q2 2016. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Sargent Bickham Lagudis held 208 shares of State Street SPDR S&P Bank ETF worth $9.39K as of Q4 2022.
Sargent Bickham Lagudis left its State Street SPDR S&P Bank ETF share count unchanged in Q4 2022.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #739 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Bank ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street SPDR S&P Bank ETF position peaked at $48K in Q2 2016.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.