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Aptus Capital Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$2.38K Hold
40
– – ﹤0.01% 1612
2025
Q4 		$2.43K Hold
40
– – ﹤0.01% 1603
2025
Q3 		$2.38K Hold
40
– – ﹤0.01% 1532
2025
Q2 		$2.23K Hold
40
– – ﹤0.01% 1474
2025
Q1 		$2.12K Hold
40
– – ﹤0.01% 1379
2024
Q4 		$2.22K Hold
40
– – ﹤0.01% 1373
2024
Q3 		$2.12K Hold
40
– – ﹤0.01% 1187
2024
Q2 		$1.86K Hold
40
– – ﹤0.01% 1116
2024
Q1 		$1.88K Buy
+40
New +$1.79K ﹤0.01% 1131
2023
Q3 		– Sell
-11
Closed -$396 – 926
2023
Q2 		$396 Buy
+11
New +$392 ﹤0.01% 789

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return