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Helix Partners Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Helix Partners Management’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
Q3 		– Sell
-45,000
Closed -$2.51M – 11
2025
Q2 		$2.51M Buy
+45,000
New +$2.34M 0.95% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Helix Partners Management's KBE Position: Q3 2025 in Review

Helix Partners Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 45,000 shares — an estimated $2.51M sold.

Helix Partners Management first reported a position in KBE in Q2 2025 and held it in 1 quarter. The position peaked at $2.51M in Q2 2025. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

  • Helix Partners Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Helix Partners Management sold 45,000 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $2.51M.
  • Helix Partners Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and held it in 1 quarter.
  • Helix Partners Management's State Street SPDR S&P Bank ETF position peaked at $2.51M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Helix Partners Management's 13F filing for Q3 2025, filed 13 Nov 2025.