Heck Capital Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Heck Capital Advisors’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	-925	Closed	-$51.3K	–	526
2024 Q4	$51.3K	Buy	+925	New	+$52.8K	﹤0.01%	359
2020 Q1	–	Sell	-6,529	Closed	-$309K	–	106
2019 Q4	$309K	Sell	6,529 -27	-0.4%	-$1.22K	0.07%	73
2019 Q3	$283K	Sell	6,556 -94	-1%	-$4.01K	0.09%	70
2019 Q2	$288K	Buy	6,650 +142	+2%	+$6.17K	0.08%	68
2019 Q1	$272K	Sell	6,508 -51	-0.8%	-$2.19K	0.08%	65
2018 Q4	$245K	Sell	6,559 -373	-5%	-$15.8K	0.09%	60
2018 Q3	$323K	Hold	6,932	–	–	0.11%	56
2018 Q2	$327K	Buy	6,932 +262	+4%	+$12.8K	0.12%	50
2018 Q1	$319K	Sell	6,670 -344	-5%	-$17.1K	0.14%	42
2017 Q4	$332K	Buy	7,014 +89	+1%	+$4.09K	0.16%	41
2017 Q3	$312K	Sell	6,925 -247	-3%	-$10.6K	0.17%	40
2017 Q2	$312K	Sell	7,172 -2,178	-23%	-$92.6K	0.18%	35
2017 Q1	$402K	Buy	+9,350	New	+$412K	0.25%	28

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heck Capital Advisors's KBE Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 925 shares — an estimated $51.3K sold.

Heck Capital Advisors first reported a position in KBE in Q1 2017 and held it in 13 quarters. The position peaked at $402K in Q1 2017. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Heck Capital Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 925 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $51.3K.
Heck Capital Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 13 quarters.
Heck Capital Advisors's State Street SPDR S&P Bank ETF position peaked at $402K in Q1 2017.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.