Twin Focus Capital Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Twin Focus Capital Partners’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	-4,350	Closed	-$200K	–	155
2023 Q4	$200K	Buy	+4,350	New	+$172K	0.04%	150
2022 Q2	–	Sell	-4,350	Closed	-$228K	–	218
2022 Q1	$228K	Hold	4,350	–	–	0.04%	200
2021 Q4	$237K	Hold	4,350	–	–	0.05%	200
2021 Q3	$230K	Hold	4,350	–	–	0.05%	161
2021 Q2	$223K	Hold	4,350	–	–	0.05%	173
2021 Q1	$226K	Buy	+4,350	New	+$212K	0.06%	136
2020 Q1	–	Sell	-4,350	Closed	-$206K	–	188
2019 Q4	$206K	Buy	+4,350	New	+$197K	0.07%	185
2018 Q4	–	Sell	-4,350	Closed	-$203K	–	112
2018 Q3	$203K	Hold	4,350	–	–	0.1%	102
2018 Q2	$205K	Hold	4,350	–	–	0.1%	103
2018 Q1	$208K	Hold	4,350	–	–	0.1%	98
2017 Q4	$206K	Buy	+4,350	New	+$200K	0.1%	89

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

Twin Focus Capital Partners's KBE Position: Q1 2024 in Review

Twin Focus Capital Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 4,350 shares — an estimated $200K sold.

Twin Focus Capital Partners first reported a position in KBE in Q4 2017 and held it in 11 quarters. The position peaked at $237K in Q4 2021. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Twin Focus Capital Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Twin Focus Capital Partners sold 4,350 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $200K.
Twin Focus Capital Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 11 quarters.
Twin Focus Capital Partners's State Street SPDR S&P Bank ETF position peaked at $237K in Q4 2021.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Twin Focus Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.