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

Prospera Financial Services’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	-43,151	Closed	-$2.39M	–	1209
2024 Q4	$2.39M	Buy	43,151 +20,333	+89%	+$1.16M	0.06%	328
2024 Q3	$1.21M	Buy	+22,818	New	+$1.17M	0.03%	461
2022 Q2	–	Sell	-1,748	Closed	-$92K	–	2143
2022 Q1	$92K	Buy	+1,748	New	+$97.5K	﹤0.01%	1141
2020 Q4	–	Sell	-500	Closed	-$15K	–	1135
2020 Q3	$15K	Buy	+500	New	+$15.6K	0.01%	980
2017 Q1	–	Sell	-11,222	Closed	-$490K	–	407
2016 Q4	$490K	Buy	+11,222	New	+$433K	0.1%	191

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prospera Financial Services's KBE Position: Q1 2025 in Review

Prospera Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 43,151 shares — an estimated $2.39M sold.

Prospera Financial Services first reported a position in KBE in Q4 2016 and held it in 5 quarters. The position peaked at $2.39M in Q4 2024. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Prospera Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 43,151 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $2.39M.
Prospera Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 5 quarters.
Prospera Financial Services's State Street SPDR S&P Bank ETF position peaked at $2.39M in Q4 2024.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.