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 Q2	–	Sell	-350,000	Closed	-$18.5M	–	8543
2025 Q1	$18.5M	Hold	350,000	–	–	﹤0.01%	2517
2024 Q4	$19.4M	Buy	+350,000	New	+$20M	﹤0.01%	2328
2023 Q1	–	Sell	-1,658,800	Closed	-$74.9M	–	8049
2022 Q4	$74.9M	Buy	1,658,800 +1,258,800	+315%	+$59.1M	0.01%	1046
2022 Q3	$17.7M	Buy	+400,000	New	+$19M	﹤0.01%	2076
2019 Q2	–	Sell	-90,000	Closed	-$3.76M	–	7298
2019 Q1	$3.76M	Buy	+90,000	New	+$3.86M	﹤0.01%	3437
2018 Q1	–	Sell	-175,000	Closed	-$8.29M	–	7216
2017 Q4	$8.29M	Buy	175,000 +150,000	+600%	+$6.9M	﹤0.01%	2639
2017 Q3	$1.13M	Hold	25,000	–	–	﹤0.01%	4431
2017 Q2	$1.09M	Sell	25,000 -12,200	-33%	-$519K	﹤0.01%	4372
2017 Q1	$1.6M	Sell	37,200 -4,500	-11%	-$198K	﹤0.01%	4067
2016 Q4	$1.81M	Buy	41,700 +16,700	+67%	+$645K	﹤0.01%	3854
2016 Q3	$835K	Hold	25,000	–	–	﹤0.01%	4283
2016 Q2	$762K	Sell	25,000 -145,000	-85%	-$4.59M	﹤0.01%	4368
2016 Q1	$5.16M	Hold	170,000	–	–	﹤0.01%	2755
2015 Q4	$5.75M	Buy	170,000 +5,600	+3%	+$195K	﹤0.01%	2807
2015 Q3	$5.46M	Buy	164,400 +61,300	+59%	+$2.14M	﹤0.01%	2796
2015 Q2	$3.74M	Sell	103,100 -37,000	-26%	-$1.3M	﹤0.01%	2854
2015 Q1	$4.7M	Buy	140,100 +17,400	+14%	+$566K	﹤0.01%	2536
2014 Q4	$4.12M	Buy	122,700 +121,000	+7,118%	+$3.95M	﹤0.01%	2728
2014 Q3	$54K	Buy	+1,700	New	+$55.3K	﹤0.01%	6455
2014 Q2	–	Sell	-100	Closed	-$3K	–	8115
2014 Q1	$3K	Sell	100 -2,100	-95%	-$69.3K	﹤0.01%	7463
2013 Q4	$73K	Sell	2,200 -1,500	-41%	-$47.6K	﹤0.01%	6336
2013 Q3	$111K	Buy	3,700 +1,500	+68%	+$45.9K	﹤0.01%	5899
2013 Q2	$63K	Buy	+2,200	New	+$60.2K	﹤0.01%	6435

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 $2.65B AUM 20.73% 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.