Surevest’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Surevest’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 Q2	–	Sell	-8,892	Closed	-$240K	–	92
2020 Q1	$240K	Sell	8,892 -5,292	-37%	-$212K	0.13%	90
2019 Q4	$671K	Sell	14,184 -3,827	-21%	-$173K	0.29%	99
2019 Q3	$777K	Sell	18,011 -1,886	-9%	-$80.4K	0.38%	93
2019 Q2	$863K	Sell	19,897 -21,160	-52%	-$919K	0.45%	82
2019 Q1	$1.72M	Sell	41,057 -753	-2%	-$32.3K	1.06%	34
2018 Q4	$1.56M	Buy	+41,810	New	+$1.77M	1.23%	26

Other funds holding KBE

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MTWSIF

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

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

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

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

Surevest's KBE Position: Q2 2020 in Review

Surevest sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 8,892 shares — an estimated $240K sold.

Surevest first reported a position in KBE in Q4 2018 and held it in 6 quarters. The position peaked at $1.72M in Q1 2019. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Surevest reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
Surevest sold 8,892 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $240K.
Surevest first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 6 quarters.
Surevest's State Street SPDR S&P Bank ETF position peaked at $1.72M in Q1 2019.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.