Seaview Investment Managers’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Seaview Investment Managers’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
2021 Q4	–	Sell	-9,868	Closed	-$522K	–	99
2021 Q3	$522K	Buy	9,868 +1,563	+19%	+$79.3K	0.25%	58
2021 Q2	$427K	Buy	+8,305	New	+$443K	0.22%	71

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

MIH

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

Seaview Investment Managers's KBE Position: Q4 2021 in Review

Seaview Investment Managers sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2021, closing a stake of 9,868 shares — an estimated $522K sold.

Seaview Investment Managers first reported a position in KBE in Q2 2021 and held it in 2 quarters. The position peaked at $522K in Q3 2021. 279 funds tracked by Wall St. Rank hold KBE as of Q4 2021.

Seaview Investment Managers reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2021 after selling out during the quarter.
Seaview Investment Managers sold 9,868 State Street SPDR S&P Bank ETF shares in Q4 2021, an estimated $522K.
Seaview Investment Managers first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 2 quarters.
Seaview Investment Managers's State Street SPDR S&P Bank ETF position peaked at $522K in Q3 2021.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2021.

Based on Seaview Investment Managers's 13F filing for Q4 2021, filed 4 Feb 2022.