Simplicity Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Simplicity Solutions’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
2023 Q2	–	Sell	-11,962	Closed	-$443K	–	1139
2023 Q1	$443K	Buy	+11,962	New	+$538K	0.01%	726
2018 Q3	–	Sell	-7,453	Closed	-$351K	–	593
2018 Q2	$351K	Sell	7,453 -392	-5%	-$19.1K	0.03%	316
2018 Q1	$376K	Buy	7,845 +260	+3%	+$12.9K	0.03%	245
2017 Q4	$359K	Buy	+7,585	New	+$349K	0.03%	266
2017 Q3	–	Sell	-16,014	Closed	-$697K	–	299
2017 Q2	$697K	Buy	16,014 +6,257	+64%	+$266K	0.08%	206
2017 Q1	$419K	Buy	+9,757	New	+$430K	0.06%	255

Other funds holding KBE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

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

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

Simplicity Solutions's KBE Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 11,962 shares — an estimated $443K sold.

Simplicity Solutions first reported a position in KBE in Q1 2017 and held it in 6 quarters. The position peaked at $697K in Q2 2017. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 11,962 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $443K.
Simplicity Solutions first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 6 quarters.
Simplicity Solutions's State Street SPDR S&P Bank ETF position peaked at $697K in Q2 2017.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.