SEC 13F Intelligence

Copperwynd Financial, LLC / KRE

Copperwynd Financial, LLC’s Spdr Series Trust Position

Does Copperwynd Financial, LLC own Spdr Series Trust (KRE)? Not currently — the last reported position was 50.8K shares worth $3M in Q4 2023; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$3M
Q4 2023
Shares
50.8K
% of Portfolio
+1.06%
Quarters Held
4
position exited

Position History KRE

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202350.8K$3M+1.06%
Q3 202353.0K$2M+1.04%
Q2 202356.9K$2M+1.08%
Q1 202356.1K$2M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of KRE.