Trivant Custom Portfolio Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Trivant Custom Portfolio 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	-101	Closed	-$4.65K	–	189
2023 Q4	$4.65K	Buy	+101	New	+$4K	﹤0.01%	187

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

Trivant Custom Portfolio Group's KBE Position: Q1 2024 in Review

Trivant Custom Portfolio Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 101 shares — an estimated $4.65K sold.

Trivant Custom Portfolio Group first reported a position in KBE in Q4 2023 and held it in 1 quarter. The position peaked at $4.65K in Q4 2023. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Trivant Custom Portfolio Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Trivant Custom Portfolio Group sold 101 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $4.65K.
Trivant Custom Portfolio Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 1 quarter.
Trivant Custom Portfolio Group's State Street SPDR S&P Bank ETF position peaked at $4.65K in Q4 2023.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2024, filed 17 Apr 2024.