Yahav Achim Ve Achayot - Provident Funds Management Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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 Q1	–	Sell	-27,797	Closed	-$1.27M	–	62
2022 Q4	$1.27M	Hold	27,797	–	–	1.2%	29
2022 Q3	$1.24M	Sell	27,797 -27,800	-50%	-$1.32M	1.2%	30
2022 Q2	$2.42M	Hold	55,597	–	–	2.17%	15
2022 Q1	$2.89M	Hold	55,597	–	–	2.23%	15
2021 Q4	$3.03M	Hold	55,597	–	–	2.19%	17
2021 Q3	$2.94M	Buy	+55,597	New	+$2.82M	2.31%	17

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's KBE Position: Q1 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 27,797 shares — an estimated $1.27M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in KBE in Q3 2021 and held it in 6 quarters. The position peaked at $3.03M in Q4 2021. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 27,797 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $1.27M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and held it in 6 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's State Street SPDR S&P Bank ETF position peaked at $3.03M in Q4 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2023, filed 11 May 2023.