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Lee, Danner & Bass’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lee, Danner & Bass’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
-125
Closed -$6.93K – 487
2024
Q4 		$6.93K Buy
+125
New +$7.14K ﹤0.01% 565

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

Lee, Danner & Bass's KBE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 125 shares — an estimated $6.93K sold.

Lee, Danner & Bass first reported a position in KBE in Q4 2024 and held it in 1 quarter. The position peaked at $6.93K in Q4 2024. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 125 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $6.93K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR S&P Bank ETF position peaked at $6.93K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.