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Newbridge Financial Services Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-2
Closed -$106 – 1344
2025
Q1 		$106 Sell
2
-3
-60% -$168 ﹤0.01% 1009
2024
Q4 		$277 Hold
5
– – ﹤0.01% 1081
2024
Q3 		$264 Hold
5
– – ﹤0.01% 627
2024
Q2 		$232 Hold
5
– – ﹤0.01% 1042
2024
Q1 		$236 Sell
5
-478
-99% -$21.4K ﹤0.01% 1119
2023
Q4 		$22.2K Buy
483
+3
+0.6% +$119 0.01% 570
2023
Q3 		$17.7K Buy
480
+5
+1% +$195 0.01% 673
2023
Q2 		$17.1K Buy
475
+4
+0.8% +$143 0.01% 739
2023
Q1 		$17.5K Buy
471
+4
+0.9% +$180 0.01% 773
2022
Q4 		$21.1K Buy
467
+4
+0.9% +$188 0.01% 703
2022
Q3 		$21K Buy
463
+3
+0.7% +$143 0.01% 680
2022
Q2 		$20K Hold
460
– – 0.01% 656
2022
Q1 		$24K Buy
460
+11
+2% +$614 0.01% 671
2021
Q4 		$25K Buy
449
+3
+0.7% +$166 0.01% 654
2021
Q3 		$24K Buy
446
+2
+0.5% +$102 0.02% 608
2021
Q2 		$23K Buy
444
+2
+0.5% +$107 0.01% 736
2021
Q1 		$23K Buy
442
+3
+0.7% +$146 0.02% 656
2020
Q4 		$18K Buy
439
+3
+0.7% +$111 0.01% 571
2020
Q3 		$13K Buy
+436
New +$13.6K 0.01% 612

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Newbridge Financial Services Group's KBE Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 2 shares — an estimated $106 sold.

Newbridge Financial Services Group first reported a position in KBE in Q3 2020 and held it in 19 quarters. The position peaked at $25K in Q4 2021. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $106.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and held it in 19 quarters.
  • Newbridge Financial Services Group's State Street SPDR S&P Bank ETF position peaked at $25K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.