Stringer Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Stringer Asset Management’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 Q3	–	Sell	-27,131	Closed	-$1.39M	–	34
2021 Q2	$1.39M	Hold	27,131	–	–	1.38%	27
2021 Q1	$1.41M	Buy	+27,131	New	+$1.32M	1.47%	27
2014 Q2	–	Sell	-162,616	Closed	-$5.54M	–	41
2014 Q1	$5.54M	Buy	162,616 +33,947	+26%	+$1.12M	4.2%	14
2013 Q4	$4.27M	Buy	+128,669	New	+$4.09M	3.75%	15

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Stringer Asset Management's KBE Position: Q3 2021 in Review

Stringer Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 27,131 shares — an estimated $1.39M sold.

Stringer Asset Management first reported a position in KBE in Q4 2013 and held it in 4 quarters. The position peaked at $5.54M in Q1 2014. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Stringer Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Stringer Asset Management sold 27,131 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $1.39M.
Stringer Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 4 quarters.
Stringer Asset Management's State Street SPDR S&P Bank ETF position peaked at $5.54M in Q1 2014.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

Based on Stringer Asset Management's 13F filing for Q3 2021, filed 16 Nov 2021.