Zuckerman Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Zuckerman Investment Group’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
2022 Q1	–	Sell	-3,920	Closed	-$214K	–	118
2021 Q4	$214K	Hold	3,920	–	–	0.03%	109
2021 Q3	$207K	Sell	3,920 -6,140	-61%	-$312K	0.03%	107
2021 Q2	$516K	Hold	10,060	–	–	0.08%	73
2021 Q1	$522K	Hold	10,060	–	–	0.09%	72
2020 Q4	$421K	Hold	10,060	–	–	0.08%	65
2020 Q3	$296K	Hold	10,060	–	–	0.07%	63
2020 Q2	$317K	Buy	+10,060	New	+$304K	0.08%	59

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

Zuckerman Investment Group's KBE Position: Q1 2022 in Review

Zuckerman Investment Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2022, closing a stake of 3,920 shares — an estimated $214K sold.

Zuckerman Investment Group first reported a position in KBE in Q2 2020 and held it in 7 quarters. The position peaked at $522K in Q1 2021. 299 funds tracked by Wall St. Rank hold KBE as of Q1 2022.

Zuckerman Investment Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2022 after selling out during the quarter.
Zuckerman Investment Group sold 3,920 State Street SPDR S&P Bank ETF shares in Q1 2022, an estimated $214K.
Zuckerman Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 7 quarters.
Zuckerman Investment Group's State Street SPDR S&P Bank ETF position peaked at $522K in Q1 2021.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2022.

Based on Zuckerman Investment Group's 13F filing for Q1 2022, filed 16 May 2022.