CWM
KBE icon

Congress Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Congress Wealth 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
Q1 		– Sell
-4,011
Closed -$222K – 1095
2024
Q4 		$222K Buy
+4,011
New +$229K ﹤0.01% 829
2022
Q2 		– Sell
-8,879
Closed -$465K – 593
2022
Q1 		$465K Sell
8,879
-804,503
-99% -$44.9M 0.01% 450
2021
Q4 		$44.4M Buy
+813,382
New +$45.1M 0.89% 24

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return