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

Wintrust Investments’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
-7,929
Closed -$368K – 511
2024
Q2 		$368K Sell
7,929
-569
-7% -$25.9K 0.03% 342
2024
Q1 		$400K Sell
8,498
-1,771
-17% -$79.5K 0.04% 325
2023
Q4 		$473K Buy
10,269
+209
+2% +$8.27K 0.05% 278
2023
Q3 		$371K Buy
10,060
+1,247
+14% +$48.6K 0.04% 304
2023
Q2 		$317K Buy
+8,813
New +$314K 0.03% 329
2022
Q4 		– Sell
-17,628
Closed -$781K – 390
2022
Q3 		$781K Sell
17,628
-260
-1% -$12.4K 0.1% 169
2022
Q2 		$785K Buy
17,888
+420
+2% +$20K 0.09% 168
2022
Q1 		$914K Buy
17,468
+6,005
+52% +$335K 0.09% 178
2021
Q4 		$625K Buy
11,463
+273
+2% +$15.1K 0.06% 228
2021
Q3 		$592K Buy
11,190
+2,716
+32% +$138K 0.08% 164
2021
Q2 		$435K Buy
+8,474
New +$452K 0.04% 276
2019
Q3 		– Sell
-11,808
Closed -$512K – 369
2019
Q2 		$512K Sell
11,808
-1,775
-13% -$77.1K 0.08% 195
2019
Q1 		$567K Sell
13,583
-315
-2% -$13.5K 0.09% 182
2018
Q4 		$519K Sell
13,898
-571
-4% -$24.2K 0.1% 178
2018
Q3 		$674K Sell
14,469
-60
-0.4% -$2.92K 0.11% 169
2018
Q2 		$685K Buy
+14,529
New +$710K 0.12% 165

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Wintrust Investments's KBE Position: Q3 2024 in Review

Wintrust Investments sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2024, closing a stake of 7,929 shares — an estimated $368K sold.

Wintrust Investments first reported a position in KBE in Q2 2018 and held it in 16 quarters. The position peaked at $914K in Q1 2022. 217 funds tracked by Wall St. Rank hold KBE as of Q3 2024.

  • Wintrust Investments reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 7,929 State Street SPDR S&P Bank ETF shares in Q3 2024, an estimated $368K.
  • Wintrust Investments first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and held it in 16 quarters.
  • Wintrust Investments's State Street SPDR S&P Bank ETF position peaked at $914K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.