Ulland Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Ulland Investment Advisors’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
2023 Q3	–	Sell	-124	Closed	-$4K	–	220
2023 Q2	$4K	Hold	124	–	–	﹤0.01%	190
2023 Q1	$5K	Hold	124	–	–	0.01%	176
2022 Q4	$6K	Hold	124	–	–	0.01%	177
2022 Q3	$5K	Hold	124	–	–	0.01%	189
2022 Q2	$5K	Hold	124	–	–	0.01%	213
2022 Q1	$6K	Hold	124	–	–	﹤0.01%	222
2021 Q4	$7K	Buy	+124	New	+$6.87K	﹤0.01%	181

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

IUHSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ulland Investment Advisors's KBE Position: Q3 2023 in Review

Ulland Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2023, closing a stake of 124 shares — an estimated $4K sold.

Ulland Investment Advisors first reported a position in KBE in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 201 funds tracked by Wall St. Rank hold KBE as of Q3 2023.

Ulland Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2023 after selling out during the quarter.
Ulland Investment Advisors sold 124 State Street SPDR S&P Bank ETF shares in Q3 2023, an estimated $4K.
Ulland Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 7 quarters.
Ulland Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $7K in Q4 2021.
201 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2023.

Based on Ulland Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.