Winch Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-50	Closed	-$2K	–	454
2023 Q3	$2K	Hold	50	–	–	﹤0.01%	359
2023 Q2	$2K	Buy	+50	New	+$1.78K	﹤0.01%	358
2022 Q3	–	Sell	-53	Closed	-$2K	–	418
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	347
2022 Q1	$3K	Hold	53	–	–	﹤0.01%	357
2021 Q4	$3K	Buy	+53	New	+$2.94K	﹤0.01%	373

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

Winch Advisory Services's KBE Position: Q4 2023 in Review

Winch Advisory Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2023, closing a stake of 50 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in KBE in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

Winch Advisory Services reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 50 State Street SPDR S&P Bank ETF shares in Q4 2023, an estimated $2K.
Winch Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 5 quarters.
Winch Advisory Services's State Street SPDR S&P Bank ETF position peaked at $3K in Q1 2022.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.