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Blue Trust Inc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-195
Closed -$11.6K – 2646
2025
Q3 		$11.6K Buy
+195
New +$11.5K ﹤0.01% 1828

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Trust Inc's KBE Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 195 shares — an estimated $11.6K sold.

Blue Trust Inc first reported a position in KBE in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 195 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $11.6K.
  • Blue Trust Inc first reported a position in State Street SPDR S&P Bank ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR S&P Bank ETF position peaked at $11.6K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.