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Cooper Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cooper Financial 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
2020
Q1 		– Sell
-6,874
Closed -$325K – 168
2019
Q4 		$325K Buy
6,874
+173
+3% +$7.84K 0.13% 98
2019
Q3 		$289K Buy
6,701
+327
+5% +$13.9K 0.13% 100
2019
Q2 		$276K Buy
6,374
+268
+4% +$11.6K 0.13% 94
2019
Q1 		$255K Buy
6,106
+356
+6% +$15.3K 0.14% 91
2018
Q4 		$215K Buy
+5,750
New +$244K 0.15% 94

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Cooper Financial Group's KBE Position: Q1 2020 in Review

Cooper Financial Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 6,874 shares — an estimated $325K sold.

Cooper Financial Group first reported a position in KBE in Q4 2018 and held it in 5 quarters. The position peaked at $325K in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

  • Cooper Financial Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Cooper Financial Group sold 6,874 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $325K.
  • Cooper Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 5 quarters.
  • Cooper Financial Group's State Street SPDR S&P Bank ETF position peaked at $325K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Cooper Financial Group's 13F filing for Q1 2020, filed 15 May 2020.