Boreal Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Boreal Capital 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
2025 Q3	–	Sell	-1,000	Closed	-$55.8K	–	543
2025 Q2	$55.8K	Buy	+1,000	New	+$52.1K	0.05%	205

Other funds holding KBE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Boreal Capital Management's KBE Position: Q3 2025 in Review

Boreal Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 1,000 shares — an estimated $55.8K sold.

Boreal Capital Management first reported a position in KBE in Q2 2025 and held it in 1 quarter. The position peaked at $55.8K in Q2 2025. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

Boreal Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
Boreal Capital Management sold 1,000 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $55.8K.
Boreal Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and held it in 1 quarter.
Boreal Capital Management's State Street SPDR S&P Bank ETF position peaked at $55.8K in Q2 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.