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

Webster Bank’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 Q1	–	Sell	-4,740	Closed	-$218K	–	628
2023 Q4	$218K	Buy	+4,740	New	+$188K	0.03%	200
2018 Q1	–	Sell	-663	Closed	-$31K	–	553
2017 Q4	$31K	Buy	+663	New	+$30.5K	﹤0.01%	423

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

WBG

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

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

HIIFS

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Webster Bank's KBE Position: Q1 2024 in Review

Webster Bank sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2024, closing a stake of 4,740 shares — an estimated $218K sold.

Webster Bank first reported a position in KBE in Q4 2017 and held it in 2 quarters. The position peaked at $218K in Q4 2023. 218 funds tracked by Wall St. Rank hold KBE as of Q1 2024.

Webster Bank reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2024 after selling out during the quarter.
Webster Bank sold 4,740 State Street SPDR S&P Bank ETF shares in Q1 2024, an estimated $218K.
Webster Bank first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 2 quarters.
Webster Bank's State Street SPDR S&P Bank ETF position peaked at $218K in Q4 2023.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2024.

Based on Webster Bank's 13F filing for Q1 2024, filed 16 Apr 2024.