West Paces Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

West Paces 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
2020 Q3	–	Sell	-1,300	Closed	-$41K	–	423
2020 Q2	$41K	Sell	1,300 -4,000	-75%	-$121K	0.02%	187
2020 Q1	$143K	Buy	+5,300	New	+$212K	0.09%	108
2019 Q3	–	Sell	-340	Closed	-$14.7K	–	491
2019 Q2	$14.7K	Hold	340	–	–	0.01%	277
2019 Q1	$14.2K	Hold	340	–	–	0.01%	283
2018 Q4	$12.7K	Buy	340 +140	+70%	+$5.94K	0.01%	290
2018 Q3	$9.31K	Hold	200	–	–	0.01%	326
2018 Q2	$9.43K	Hold	200	–	–	0.01%	336
2018 Q1	$9.58K	Buy	+200	New	+$9.94K	0.01%	321

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

West Paces Advisors's KBE Position: Q3 2020 in Review

West Paces Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 1,300 shares — an estimated $41K sold.

West Paces Advisors first reported a position in KBE in Q1 2018 and held it in 8 quarters. The position peaked at $143K in Q1 2020. 164 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

West Paces Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
West Paces Advisors sold 1,300 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $41K.
West Paces Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 8 quarters.
West Paces Advisors's State Street SPDR S&P Bank ETF position peaked at $143K in Q1 2020.
164 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on West Paces Advisors's 13F filing for Q3 2020, filed 20 Dec 2023.