Hopwood Financial Services, Inc. KBE SPDR SER TR

Ownership history in Hopwood Financial Services, Inc.  ·  7 quarters on record

AI Ownership Summary

Hopwood Financial Services, Inc. reported SPDR SER TR (KBE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows KBE at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hopwood Financial Services, Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KBE was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hopwood Financial Services, Inc. held KBE — position size vs. price
% of Fund (quarterly)    KBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 4,000 0% 0.16% $273K 2026-07-22 $69.33
2026 Q1 UNCHANGED 4,000 0% 0.16% $238K 2026-05-07 $63.77
2025 Q4 UNCHANGED 4,000 0% 0.17% $243K 2026-01-16 $62.56
2025 Q3 UNCHANGED 4,000 0% 0.16% $238K 2025-11-06 $55.70
2025 Q2 UNCHANGED 4,000 0% 0.17% $223K 2025-08-11 $54.67
2025 Q1 UNCHANGED 4,000 0% 0.16% $212K 2025-05-08 $51.31
2024 Q4 INITIATED 4,000 0.17% $222K 2025-02-10 $56.45

FAQ About Hopwood Financial Services, Inc. and KBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hopwood Financial Services, Inc. reported owning KBE?

Hopwood Financial Services, Inc. reported KBE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported KBE position in Hopwood Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for KBE was 0.17% in 2025 Q2.

What is the latest reported KBE position on this page?

The most recent filing on this page is 2026 Q2, when Hopwood Financial Services, Inc. reported 4,000 shares, equal to 0.16% of portfolio, with an estimated market value of $273K.

What does the chart on this KBE ownership page compare?

The chart compares Hopwood Financial Services, Inc.'s quarterly KBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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