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
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 $871B AUM 31.28% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heck Capital Advisors's KBE Position: Q1 2020 in Review

Heck Capital Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 6,529 shares — an estimated $309K sold.

Heck Capital Advisors first reported a position in KBE in Q1 2017 and held it in 12 quarters. The position peaked at $402K in Q1 2017. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

Heck Capital Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
Heck Capital Advisors sold 6,529 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $309K.
Heck Capital Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 12 quarters.
Heck Capital Advisors's State Street SPDR S&P Bank ETF position peaked at $402K in Q1 2017.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Heck Capital Advisors's 13F filing for Q1 2020, filed 19 May 2025.