Summit Securities Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Summit Securities 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 Q1	–	Sell	-2,800	Closed	-$129K	–	703
2023 Q4	$129K	Buy	+2,800	New	+$111K	0.01%	299
2023 Q1	–	Sell	-900	Closed	-$41K	–	1065
2022 Q4	$41K	Hold	900	–	–	﹤0.01%	754
2022 Q3	$40K	Hold	900	–	–	﹤0.01%	640
2022 Q2	$39K	Hold	900	–	–	﹤0.01%	616
2022 Q1	$47K	Sell	900 -15,300	-94%	-$854K	0.01%	620
2021 Q4	$884K	Buy	16,200 +12,100	+295%	+$671K	0.04%	261
2021 Q3	$217K	Sell	4,100 -200	-5%	-$10.2K	0.02%	619
2021 Q2	$221K	Buy	+4,300	New	+$229K	0.02%	631
2021 Q1	–	Sell	-6,300	Closed	-$263K	–	673
2020 Q4	$263K	Buy	+6,300	New	+$233K	0.02%	479

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

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

WBG

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

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

HIIFS

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Summit Securities Group's KBE Position: Q1 2024 in Review

Summit Securities Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 2,800 shares — an estimated $129K sold.

Summit Securities Group first reported a position in KBE in Q4 2020 and held it in 9 quarters. The position peaked at $884K in Q4 2021. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Summit Securities Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 2,800 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $129K.
Summit Securities Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 9 quarters.
Summit Securities Group's State Street SPDR S&P Bank ETF position peaked at $884K in Q4 2021.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.