Coppell Advisory Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Coppell Advisory Solutions’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	-17	Closed	-$943	–	1150
2024 Q4	$943	Hold	17	–	–	﹤0.01%	1676
2024 Q3	$890	Hold	17	–	–	﹤0.01%	1587
2024 Q2	$789	Buy	+17	New	+$774	﹤0.01%	1531
2023 Q4	$782	Sell	17 -33	-66%	-$1.31K	﹤0.01%	1457
2023 Q3	$2.26K	Buy	50 +19	+61%	+$740	﹤0.01%	828
2023 Q2	$1.12K	Buy	+31	New	+$1.1K	﹤0.01%	1125
2023 Q1	–	Sell	-50	Closed	-$2.26K	–	674
2022 Q4	$2.26K	Buy	+50	New	+$2.35K	﹤0.01%	830

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Coppell Advisory Solutions's KBE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 17 shares — an estimated $943 sold.

Coppell Advisory Solutions first reported a position in KBE in Q4 2022 and held it in 7 quarters. The position peaked at $2.26K in Q3 2023. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 17 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $943.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR S&P Bank ETF position peaked at $2.26K in Q3 2023.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.