BWM
KBE icon

Bullock Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bullock Wealth Management’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
2025
Q1 		– Sell
-1,480
Closed -$82.1K – 599
2024
Q4 		$82.1K Hold
1,480
– – 0.05% 210
2024
Q3 		$76.1K Hold
1,480
– – 0.05% 207
2024
Q2 		$68.3K Sell
1,480
-218
-13% -$9.93K 0.04% 209
2024
Q1 		$78.6K Buy
+1,698
New +$76.2K 0.05% 205

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bullock Wealth Management's KBE Position: Q1 2025 in Review

Bullock Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 1,480 shares — an estimated $82.1K sold.

Bullock Wealth Management first reported a position in KBE in Q1 2024 and held it in 4 quarters. The position peaked at $82.1K in Q4 2024. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

  • Bullock Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 1,480 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $82.1K.
  • Bullock Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's State Street SPDR S&P Bank ETF position peaked at $82.1K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.