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

Truepoint Inc’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
2022 Q4	–	Sell	-31,810	Closed	-$1.41M	–	163
2022 Q3	$1.41M	Buy	31,810 +11	+0%	+$523	0.07%	55
2022 Q2	$1.4M	Sell	31,799 -1,469	-4%	-$69.8K	0.07%	52
2022 Q1	$1.74M	Buy	33,268 +19	+0.1%	+$1.06K	0.08%	44
2021 Q4	$1.81M	Buy	33,249 +1,272	+4%	+$70.5K	0.08%	42
2021 Q3	$1.69M	Buy	31,977 +1,087	+4%	+$55.2K	0.09%	44
2021 Q2	$1.58M	Buy	30,890 +4	+0%	+$213	0.09%	41
2021 Q1	$1.6M	Buy	30,886 +6	+0%	+$292	0.1%	37
2020 Q4	$1.29M	Buy	30,880 +6	+0%	+$222	0.09%	38
2020 Q3	$909K	Buy	30,874 +10,009	+48%	+$311K	0.07%	37
2020 Q2	$658K	Buy	+20,865	New	+$630K	0.05%	39

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

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

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

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Truepoint Inc's KBE Position: Q4 2022 in Review

Truepoint Inc sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 31,810 shares — an estimated $1.41M sold.

Truepoint Inc first reported a position in KBE in Q2 2020 and held it in 10 quarters. The position peaked at $1.81M in Q4 2021. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Truepoint Inc reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Truepoint Inc sold 31,810 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $1.41M.
Truepoint Inc first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 10 quarters.
Truepoint Inc's State Street SPDR S&P Bank ETF position peaked at $1.81M in Q4 2021.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.