Squar Milner Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-9,366	Closed	-$295K	–	101
2020 Q2	$295K	Sell	9,366 -1,236	-12%	-$37.3K	0.17%	153
2020 Q1	$285K	Sell	10,602 -1,170	-10%	-$46.8K	0.17%	124
2019 Q4	$556K	Buy	11,772 +2,469	+27%	+$112K	0.28%	79
2019 Q3	$274K	Sell	9,303 -2,698	-22%	-$115K	0.14%	166
2019 Q2	$520K	Buy	12,001 +290	+2%	+$12.6K	0.35%	60
2019 Q1	$489K	Buy	11,711 +158	+1%	+$6.77K	0.36%	59
2018 Q4	$432K	Hold	11,553	–	–	0.42%	57
2018 Q3	$538K	Buy	11,553 +2,623	+29%	+$128K	0.48%	44
2018 Q2	$421K	Buy	8,930 +2,542	+40%	+$124K	0.37%	66
2018 Q1	$306K	Buy	+6,388	New	+$317K	0.39%	90

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Squar Milner Financial Services's KBE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 9,366 shares — an estimated $295K sold.

Squar Milner Financial Services first reported a position in KBE in Q1 2018 and held it in 10 quarters. The position peaked at $556K in Q4 2019. 164 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,366 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $295K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 10 quarters.
Squar Milner Financial Services's State Street SPDR S&P Bank ETF position peaked at $556K in Q4 2019.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.