CastleKeep Investment Advisors
KBE icon

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

CastleKeep 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
2026
Q1 		$12.5M Buy
209,483
+4,151
+2% +$258K 6.77% 3
2025
Q4 		$12.5M Buy
205,332
+413
+0.2% +$24.3K 5.64% 3
2025
Q3 		$12.2M Buy
204,919
+2,811
+1% +$166K 5.7% 3
2025
Q2 		$11.3M Buy
202,108
+21,497
+12% +$1.12M 5.51% 4
2025
Q1 		$9.57M Buy
180,611
+87,762
+95% +$4.92M 4.91% 4
2024
Q4 		$5.15M Sell
92,849
-10,913
-11% -$623K 3.61% 6
2024
Q3 		$5.49M Buy
103,762
+10,185
+11% +$522K 3.75% 5
2024
Q2 		$4.34M Sell
93,577
-16,760
-15% -$763K 3.35% 5
2024
Q1 		$5.2M Sell
110,337
-3,075
-3% -$138K 3.74% 4
2023
Q4 		$5.22M Buy
+113,412
New +$4.49M 3.71% 4

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return