United Asset Strategies’s State Street SPDR S&P Bank ETF KBE Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-170,286	Closed	-$7.69M	–	236
2022 Q4	$7.69M	Sell	170,286 -2,903	-2%	-$136K	1.07%	32
2022 Q3	$7.67M	Sell	173,189 -5,138	-3%	-$244K	1.18%	32
2022 Q2	$7.83M	Sell	178,327 -5,902	-3%	-$280K	1.14%	37
2022 Q1	$9.64M	Buy	184,229 +2,793	+2%	+$156K	1.23%	31
2021 Q4	$9.9M	Sell	181,436 -500	-0.3%	-$27.7K	1.18%	31
2021 Q3	$9.63M	Buy	+181,936	New	+$9.24M	1.24%	31

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IUHSA

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

United Asset Strategies's KBE Position: Q1 2023 in Review

United Asset Strategies sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 170,286 shares — an estimated $7.69M sold.

United Asset Strategies first reported a position in KBE in Q3 2021 and held it in 6 quarters. The position peaked at $9.9M in Q4 2021. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

United Asset Strategies reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
United Asset Strategies sold 170,286 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $7.69M.
United Asset Strategies first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and held it in 6 quarters.
United Asset Strategies's State Street SPDR S&P Bank ETF position peaked at $9.9M in Q4 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.