Kiwi Wealth Investments Limited Partnership Spdr S&P Bank ETF Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$49.93 - $55.46 $702,215 - $779,989	-14,064 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$41.41 - $55.06 $582,390 - $774,363	14,064 New	14,064 $730,000

Others Institutions Holding KBE

# of Institutions

303

Shares Held

24.3M

Call Options Held

705K

Put Options Held

6.21M

Castlekeep Investment Advisors LLC Westport, CT

5.04M
Shares

$254 Million
0.7% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$173 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$116 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$64.4 Million
0.01% of portfolio
Harel Insurance Investments & Financial Services Ltd.

1.17M
Shares

$58.9 Million
1.06% of portfolio

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About SPDR S&P BANK ETF

Ticker KBE
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