Capstone Investment Advisors
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Capstone Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Capstone Investment Advisors’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
-4,166
Closed -$248K – 1846
2025
Q3 		$248K Sell
4,166
-68,661
-94% -$4.05M ﹤0.01% 1723
2025
Q2 		$4.06M Sell
72,827
-15,900
-18% -$828K 0.01% 432
2025
Q1 		$4.7M Buy
88,727
+2,803
+3% +$157K 0.01% 471
2024
Q4 		$4.77M Buy
+85,924
New +$4.91M 0.01% 561

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Investment Advisors's KBE Position: Q4 2025 in Review

Capstone Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 4,166 shares — an estimated $248K sold.

Capstone Investment Advisors first reported a position in KBE in Q4 2024 and held it in 4 quarters. The position peaked at $4.77M in Q4 2024. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

  • Capstone Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,166 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $248K.
  • Capstone Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $4.77M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.