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

Crescent Grove 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 		$266K Hold
4,463
– – 0.03% 251
2025
Q4 		$271K Hold
4,463
– – 0.03% 247
2025
Q3 		$265K Hold
4,463
– – 0.03% 253
2025
Q2 		$249K Hold
4,463
– – 0.02% 250
2025
Q1 		$236K Hold
4,463
– – 0.02% 240
2024
Q4 		$248K Sell
4,463
-503
-10% -$28.7K 0.02% 246
2024
Q3 		$263K Sell
4,966
-188
-4% -$9.63K 0.03% 239
2024
Q2 		$239K Hold
5,154
– – 0.03% 247
2024
Q1 		$243K Hold
5,154
– – 0.03% 273
2023
Q4 		$237K Buy
+5,154
New +$204K 0.03% 260
2023
Q1 		– Sell
-5,154
Closed -$233K – 287
2022
Q4 		$233K Sell
5,154
-3,854
-43% -$181K 0.02% 251
2022
Q3 		$399K Buy
9,008
+1,548
+21% +$73.6K 0.05% 172
2022
Q2 		$327K Buy
7,460
+703
+10% +$33.4K 0.03% 199
2022
Q1 		$354K Buy
6,757
+1,048
+18% +$58.5K 0.03% 206
2021
Q4 		$311K Buy
5,709
+1,909
+50% +$106K 0.03% 229
2021
Q3 		$201K Buy
+3,800
New +$193K 0.02% 255
2020
Q1 		– Sell
-37,113
Closed -$1.75M – 154
2019
Q4 		$1.75M Buy
37,113
+31,138
+521% +$1.41M 0.3% 51
2019
Q3 		$258K Sell
5,975
-86
-1% -$3.67K 0.05% 129
2019
Q2 		$263K Sell
6,061
-2,837
-32% -$123K 0.05% 128
2019
Q1 		$372K Sell
8,898
-12,974
-59% -$556K 0.08% 102
2018
Q4 		$817K Sell
21,872
-9,779
-31% -$415K 0.17% 73
2018
Q3 		$1.47M Sell
31,651
-13,276
-30% -$647K 0.32% 42
2018
Q2 		$2.12M Buy
44,927
+13,100
+41% +$640K 0.53% 36
2018
Q1 		$1.52M Buy
31,827
+14,107
+80% +$701K 0.37% 41
2017
Q4 		$839K Buy
17,720
+896
+5% +$41.2K 0.21% 59
2017
Q3 		$759K Sell
16,824
-1,641
-9% -$70.3K 0.19% 61
2017
Q2 		$804K Buy
+18,465
New +$785K 0.23% 57

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B 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 $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $235B AUM 32.99% 1-Year Est. Return

Crescent Grove Advisors's KBE Position: Q1 2026 in Review

Crescent Grove Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 4,463 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #251.

Crescent Grove Advisors first reported a position in KBE in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.12M in Q2 2018. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

  • Crescent Grove Advisors held 4,463 shares of State Street SPDR S&P Bank ETF worth $266K as of Q1 2026.
  • Crescent Grove Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Bank ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #251 holding.
  • Crescent Grove Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and has held it in 27 quarters since.
  • Crescent Grove Advisors's State Street SPDR S&P Bank ETF position peaked at $2.12M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.