VisionPoint Advisory Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-54	Closed	-$2.5K	–	520
2024 Q2	$2.5K	Sell	54 -56	-51%	-$2.55K	﹤0.01%	644
2024 Q1	$5.18K	Sell	110 -20	-15%	-$897	﹤0.01%	535
2023 Q4	$5.98K	Buy	+130	New	+$5.14K	﹤0.01%	468
2023 Q3	–	Sell	-162	Closed	-$5.83K	–	763
2023 Q2	$5.83K	Buy	+162	New	+$5.77K	﹤0.01%	441
2022 Q3	–	Sell	-6,336	Closed	-$322K	–	100
2022 Q2	$322K	Sell	6,336 -18,254	-74%	-$867K	0.13%	79
2022 Q1	$1.12M	Buy	24,590 +8,485	+53%	+$474K	0.52%	43
2021 Q4	$908K	Sell	16,105 -7,352	-31%	-$407K	0.4%	54
2021 Q3	$1.35M	Sell	23,457 -1,767	-7%	-$89.7K	0.6%	40
2021 Q2	$1.29M	Buy	25,224 +2,570	+11%	+$137K	0.58%	49
2021 Q1	$1.18M	Buy	22,654 +16,608	+275%	+$809K	0.56%	53
2020 Q4	$253K	Buy	+6,046	New	+$224K	0.13%	122

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

Citigroup New York $235B AUM 32.99% 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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

VisionPoint Advisory Group's KBE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 54 shares — an estimated $2.5K sold.

VisionPoint Advisory Group first reported a position in KBE in Q4 2020 and held it in 11 quarters. The position peaked at $1.35M in Q3 2021. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

VisionPoint Advisory Group reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 54 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $2.5K.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 11 quarters.
VisionPoint Advisory Group's State Street SPDR S&P Bank ETF position peaked at $1.35M in Q3 2021.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.