Bank of America’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bank of America’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 Q3	–	Sell	-470,000	Closed	-$26.2M	–	8523
2025 Q2	$26.2M	Buy	+470,000	New	+$24.5M	﹤0.01%	2289
2021 Q4	–	Sell	-2,800	Closed	-$148K	–	8428
2021 Q3	$148K	Sell	2,800 -2,600	-48%	-$132K	﹤0.01%	6495
2021 Q2	$277K	Sell	5,400 -1,500	-22%	-$80K	﹤0.01%	5844
2021 Q1	$358K	Buy	6,900 +6,000	+667%	+$292K	﹤0.01%	5636
2020 Q4	$38K	Hold	900	–	–	﹤0.01%	6422
2020 Q3	$27K	Sell	900 -300,000	-100%	-$9.33M	﹤0.01%	6215
2020 Q2	$9.49M	Buy	300,900 +300,000	+33,333%	+$9.06M	﹤0.01%	2261
2020 Q1	$24K	Hold	900	–	–	﹤0.01%	6117
2019 Q4	$43K	Hold	900	–	–	﹤0.01%	6297
2019 Q3	$39K	Hold	900	–	–	﹤0.01%	6399
2019 Q2	$39K	Sell	900 -89,100	-99%	-$3.87M	﹤0.01%	6394
2019 Q1	$3.76M	Buy	+90,000	New	+$3.86M	﹤0.01%	3436
2017 Q4	–	Sell	-160,000	Closed	-$7.21M	–	7135
2017 Q3	$7.21M	Buy	+160,000	New	+$6.86M	﹤0.01%	2842
2017 Q2	–	Sell	-1,000	Closed	-$43K	–	7058
2017 Q1	$43K	Buy	+1,000	New	+$44K	﹤0.01%	5994
2014 Q4	–	Sell	-1,000	Closed	-$32K	–	7814
2014 Q3	$32K	Buy	+1,000	New	+$32.5K	﹤0.01%	6793
2014 Q2	–	Sell	-400	Closed	-$14K	–	8114
2014 Q1	$14K	Sell	400 -82,300	-100%	-$2.71M	﹤0.01%	7068
2013 Q4	$2.74M	Buy	82,700 +77,800	+1,588%	+$2.47M	﹤0.01%	3016
2013 Q3	$147K	Buy	4,900 +300	+7%	+$9.18K	﹤0.01%	5707
2013 Q2	$132K	Buy	+4,600	New	+$126K	﹤0.01%	5982

Other funds holding KBE

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of America's KBE Position: Q1 2026 in Review

Bank of America reduced its State Street SPDR S&P Bank ETF (KBE) stake by 20% in Q1 2026, selling an estimated $17.2M and leaving 1,078,917 shares worth $64.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Bank of America first reported a position in KBE in Q2 2013 and has held it in 52 quarters since. The position peaked at $191M in Q1 2017. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Bank of America held 1,078,917 shares of State Street SPDR S&P Bank ETF worth $64.2M as of Q1 2026.
Bank of America sold 275,851 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $17.2M.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1434 holding.
Bank of America first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 52 quarters since.
Bank of America's State Street SPDR S&P Bank ETF position peaked at $191M in Q1 2017.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.