Spotlight Asset Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Spotlight Asset 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
2024 Q2	$32.5K	Hold	700	–	–	0.02%	158
2024 Q1	$33K	Hold	700	–	–	0.02%	160
2023 Q4	$25.8K	Hold	700	–	–	0.02%	164
2023 Q3	$25.8K	Sell	700 -2,500	-78%	-$97.4K	0.02%	164
2023 Q2	$115K	Buy	+3,200	New	+$114K	0.1%	87

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spotlight Asset Group's KBE Position: Q2 2024 in Review

Spotlight Asset Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2024 at 700 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #158.

Spotlight Asset Group first reported a position in KBE in Q2 2023 and has held it in 5 quarters since. The position peaked at $115K in Q2 2023. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

Spotlight Asset Group held 700 shares of State Street SPDR S&P Bank ETF worth $32.5K as of Q2 2024.
Spotlight Asset Group left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2024.
State Street SPDR S&P Bank ETF made up 0.02% of Spotlight Asset Group's portfolio in Q2 2024, its #158 holding.
Spotlight Asset Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 5 quarters since.
Spotlight Asset Group's State Street SPDR S&P Bank ETF position peaked at $115K in Q2 2023.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.