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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4.26M Buy
133,556
+1,647
+1% +$53.6K ﹤0.01% 2183
2014
Q2
$4.41M Sell
131,909
-72,043
-35% -$2.35M ﹤0.01% 2080
2014
Q1
$6.94M Buy
203,952
+73,674
+57% +$2.43M 0.01% 1544
2013
Q4
$4.32M Buy
130,278
+15,910
+14% +$505K ﹤0.01% 2016
2013
Q3
$3.43M Buy
114,368
+15,228
+15% +$466K ﹤0.01% 2054
2013
Q2
$2.85M Buy
+99,140
New +$2.71M ﹤0.01% 2162

Other funds holding KBE

UBS's KBE Position: Q3 2014 in Review

UBS increased its State Street SPDR S&P Bank ETF (KBE) stake by 1.2% in Q3 2014, buying an estimated $53.6K and bringing the position to 133,556 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

UBS first reported a position in KBE in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.94M in Q1 2014. 115 funds tracked by Wall St. Rank hold KBE as of Q3 2014.

  • UBS held 133,556 shares of State Street SPDR S&P Bank ETF worth $4.26M as of Q3 2014.
  • UBS bought 1,647 State Street SPDR S&P Bank ETF shares in Q3 2014, an estimated $53.6K.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2183 holding.
  • UBS first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's State Street SPDR S&P Bank ETF position peaked at $6.94M in Q1 2014.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.