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

Visionary Horizons’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
Q2 		– Sell
-21,427
Closed -$938K – 85
2024
Q1 		$938K Sell
21,427
-66,130
-76% -$2.97M 0.73% 18
2023
Q4 		$4.03M Buy
+87,557
New +$3.46M 3.27% 8

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Visionary Horizons's KBE Position: Q2 2024 in Review

Visionary Horizons sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2024, closing a stake of 21,427 shares — an estimated $938K sold.

Visionary Horizons first reported a position in KBE in Q4 2023 and held it in 2 quarters. The position peaked at $4.03M in Q4 2023. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2024.

  • Visionary Horizons reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2024 after selling out during the quarter.
  • Visionary Horizons sold 21,427 State Street SPDR S&P Bank ETF shares in Q2 2024, an estimated $938K.
  • Visionary Horizons first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 2 quarters.
  • Visionary Horizons's State Street SPDR S&P Bank ETF position peaked at $4.03M in Q4 2023.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2024.

Based on Visionary Horizons's 13F filing for Q2 2024, filed 2 Aug 2024.