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

Clearstead 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	-40	Closed	-$2.38K	–	3020
2025 Q3	$2.38K	Hold	40	–	–	﹤0.01%	2402
2025 Q2	$2.23K	Hold	40	–	–	﹤0.01%	2299
2025 Q1	$2.12K	Buy	+40	New	+$2.24K	﹤0.01%	1893

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's KBE Position: Q4 2025 in Review

Clearstead Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 40 shares — an estimated $2.38K sold.

Clearstead Advisors first reported a position in KBE in Q1 2025 and held it in 3 quarters. The position peaked at $2.38K in Q3 2025. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Clearstead Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 40 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $2.38K.
Clearstead Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2025 and held it in 3 quarters.
Clearstead Advisors's State Street SPDR S&P Bank ETF position peaked at $2.38K in Q3 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.