Carolinas Wealth Consulting’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Carolinas Wealth Consulting’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	-1,710	Closed	-$90.6K	–	508
2025 Q1	$90.6K	Hold	1,710	–	–	0.02%	258
2024 Q4	$94.9K	Hold	1,710	–	–	0.02%	257
2024 Q3	$90.4K	Hold	1,710	–	–	0.02%	279
2024 Q2	$79.3K	Hold	1,710	–	–	0.02%	295
2024 Q1	$80.5K	Buy	+1,710	New	+$76.7K	0.02%	304
2020 Q4	–	Sell	-552	Closed	-$16K	–	951
2020 Q3	$16K	Buy	552 +5	+0.9%	+$156	0.01%	415
2020 Q2	$17K	Buy	+547	New	+$16.5K	0.01%	298

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

EDRH

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBG

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

Carolinas Wealth Consulting's KBE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 1,710 shares — an estimated $90.6K sold.

Carolinas Wealth Consulting first reported a position in KBE in Q2 2020 and held it in 7 quarters. The position peaked at $94.9K in Q4 2024. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,710 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $90.6K.
Carolinas Wealth Consulting first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 7 quarters.
Carolinas Wealth Consulting's State Street SPDR S&P Bank ETF position peaked at $94.9K in Q4 2024.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.