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	0.88%	24

Other funds holding KBE

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Congress Wealth Management's KBE Position: Q1 2025 in Review

Congress Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 4,011 shares — an estimated $222K sold.

Congress Wealth Management first reported a position in KBE in Q4 2021 and held it in 3 quarters. The position peaked at $44.4M in Q4 2021. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Congress Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 4,011 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $222K.
Congress Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 3 quarters.
Congress Wealth Management's State Street SPDR S&P Bank ETF position peaked at $44.4M in Q4 2021.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.