Logan Stone Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Logan Stone Capital’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	-9,983	Closed	-$557K	–	74
2025 Q2	$557K	Buy	+9,983	New	+$520K	0.26%	47

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Logan Stone Capital's KBE Position: Q3 2025 in Review

Logan Stone Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 9,983 shares — an estimated $557K sold.

Logan Stone Capital first reported a position in KBE in Q2 2025 and held it in 1 quarter. The position peaked at $557K in Q2 2025. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

Logan Stone Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
Logan Stone Capital sold 9,983 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $557K.
Logan Stone Capital first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and held it in 1 quarter.
Logan Stone Capital's State Street SPDR S&P Bank ETF position peaked at $557K in Q2 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Logan Stone Capital's 13F filing for Q3 2025, filed 14 Nov 2025.