Berkshire Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Berkshire Asset Management’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	–	Sell	-8,287	Closed	-$503K	–	275
2025 Q4	$503K	Hold	8,287	–	–	0.02%	174
2025 Q3	$492K	Hold	8,287	–	–	0.02%	194
2025 Q2	$462K	Hold	8,287	–	–	0.02%	196
2025 Q1	$438K	Hold	8,287	–	–	0.02%	200
2024 Q4	$481K	Hold	8,287	–	–	0.02%	193
2024 Q3	$384K	Hold	8,287	–	–	0.02%	212
2024 Q2	$384K	Sell	8,287 -750	-8%	-$34.1K	0.02%	212
2024 Q1	$426K	Hold	9,037	–	–	0.02%	174
2023 Q4	$416K	Hold	9,037	–	–	0.02%	167
2023 Q3	$333K	Hold	9,037	–	–	0.02%	180
2023 Q2	$325K	Hold	9,037	–	–	0.02%	183
2023 Q1	$335K	Buy	9,037 +2,524	+39%	+$113K	0.02%	171
2022 Q4	$294K	Sell	6,513 -2,524	-28%	-$118K	0.02%	128
2022 Q3	$400K	Sell	9,037 -1,000	-10%	-$47.5K	0.03%	148
2022 Q2	$440K	Buy	+10,037	New	+$477K	0.03%	148
2022 Q1	–	Sell	-11,037	Closed	-$602K	–	222
2021 Q4	$602K	Sell	11,037 -450	-4%	-$24.9K	0.04%	154
2021 Q3	$608K	Buy	11,487 +2,450	+27%	+$124K	0.04%	146
2021 Q2	$464K	Hold	9,037	–	–	0.03%	163
2021 Q1	$469K	Buy	9,037 +750	+9%	+$36.5K	0.03%	155
2020 Q4	$347K	Buy	+8,287	New	+$307K	0.03%	174

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Berkshire Asset Management's KBE Position: Q1 2026 in Review

Berkshire Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2026, closing a stake of 8,287 shares — an estimated $503K sold.

Berkshire Asset Management first reported a position in KBE in Q4 2020 and held it in 20 quarters. The position peaked at $608K in Q3 2021. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Berkshire Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Asset Management sold 8,287 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $503K.
Berkshire Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 20 quarters.
Berkshire Asset Management's State Street SPDR S&P Bank ETF position peaked at $608K in Q3 2021.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.