Sugarloaf Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$20.3K	Buy	367 +3	+0.8%	+$171	﹤0.01%	403
2024 Q3	$19.3K	Buy	364 +2	+0.6%	+$102	﹤0.01%	418
2024 Q2	$16.8K	Buy	362 +2	+0.6%	+$91	﹤0.01%	421
2024 Q1	$16.9K	Sell	360 -355	-50%	-$15.9K	﹤0.01%	428
2023 Q4	$32.9K	Sell	715 -4	-0.6%	-$158	0.01%	331
2023 Q3	$26.5K	Buy	719 +4	+0.6%	+$156	0.01%	355
2023 Q2	$25.7K	Buy	715 +3	+0.4%	+$107	0.01%	360
2023 Q1	$26.4K	Buy	712 +2	+0.3%	+$90	0.01%	361
2022 Q4	$32K	Buy	710 +9	+1%	+$422	0.01%	343
2022 Q3	$32K	Buy	701 +2	+0.3%	+$95	0.01%	355
2022 Q2	$31K	Buy	699 +3	+0.4%	+$143	0.01%	356
2022 Q1	$36K	Buy	696 +2	+0.3%	+$112	0.01%	326
2021 Q4	$38K	Buy	694 +2	+0.3%	+$111	0.01%	330
2021 Q3	$37K	Sell	692 -235	-25%	-$11.9K	0.01%	323
2021 Q2	$48K	Buy	927 +827	+827%	+$44.1K	0.01%	271
2021 Q1	$48	Sell	100 -823	-89%	-$40.1K	0.01%	276
2020 Q4	$39K	Buy	923 +2	+0.2%	+$74	0.01%	281
2020 Q3	$27K	Buy	921 +3	+0.3%	+$93	0.01%	315
2020 Q2	$29K	Buy	918 +3	+0.3%	+$91	0.01%	305
2020 Q1	$25K	Sell	915 -123	-12%	-$4.92K	0.01%	298
2019 Q4	$49K	Buy	+1,038	New	+$47K	0.02%	249

Other funds holding KBE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WBG

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

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

Sugarloaf Wealth Management's KBE Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.82% in Q4 2024, buying an estimated $171 and bringing the position to 367 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Sugarloaf Wealth Management first reported a position in KBE in Q4 2019 and has held it in 21 quarters since. The position peaked at $49K in Q4 2019. 256 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Sugarloaf Wealth Management held 367 shares of State Street SPDR S&P Bank ETF worth $20.3K as of Q4 2024.
Sugarloaf Wealth Management bought 3 State Street SPDR S&P Bank ETF shares in Q4 2024, an estimated $171.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #403 holding.
Sugarloaf Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street SPDR S&P Bank ETF position peaked at $49K in Q4 2019.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.