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Harel Insurance Investments & Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,170,000
Closed -$64.9M – 515
2024
Q4 		$64.9M Buy
1,170,000
+870,000
+290% +$49.7M 1.06% 23
2024
Q3 		$15.9M Hold
300,000
– – 0.27% 48
2024
Q2 		$13.9M Hold
300,000
– – 0.26% 52
2024
Q1 		$14.1M Hold
300,000
– – 0.27% 46
2023
Q4 		$13.8M Buy
+300,000
New +$11.9M 0.24% 61
2021
Q4 		– Sell
-110,225
Closed -$5.83M – 779
2021
Q3 		$5.83M Buy
110,225
+106,725
+3,049% +$5.42M 0.15% 62
2021
Q2 		$586K Buy
+3,500
New +$187K 0.01% 421
2020
Q1 		– Sell
-15,000
Closed -$709K – 490
2019
Q4 		$709K Buy
15,000
+3,000
+25% +$136K 0.03% 96
2019
Q3 		$518K Buy
+12,000
New +$511K 0.03% 108
2019
Q1 		– Sell
-1,370
Closed -$51K – 477
2018
Q4 		$51K Sell
1,370
-842,800
-100% -$35.7M ﹤0.01% 293
2018
Q3 		$39.3M Hold
844,170
– – 1.94% 13
2018
Q2 		$39.8M Buy
844,170
+424,800
+101% +$20.8M 2.11% 11
2018
Q1 		$20.1M Hold
419,370
– – 1.13% 28
2017
Q4 		$19.9M Sell
419,370
-27,000
-6% -$1.24M 1.24% 25
2017
Q3 		$20.1M Buy
446,370
+445,000
+32,482% +$19.1M 1.65% 22
2017
Q2 		$60K Hold
1,370
– – ﹤0.01% 284
2017
Q1 		$59K Sell
1,370
-200
-13% -$8.81K 0.01% 255
2016
Q4 		$65K Sell
1,570
-900
-36% -$34.8K 0.01% 187
2016
Q3 		$83K Buy
+2,470
New +$80.3K 0.01% 178
2016
Q2 		– Sell
-2,340
Closed -$74.1K – 296
2016
Q1 		$71K Buy
2,340
+500
+27% +$14.8K 0.01% 177
2015
Q4 		$62K Buy
+1,840
New +$64K 0.01% 183

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KBE Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 1,170,000 shares — an estimated $64.9M sold.

Harel Insurance Investments & Financial Services first reported a position in KBE in Q4 2015 and held it in 21 quarters. The position peaked at $64.9M in Q4 2024. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,170,000 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $64.9M.
  • Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 21 quarters.
  • Harel Insurance Investments & Financial Services's State Street SPDR S&P Bank ETF position peaked at $64.9M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.