Diversified Trust’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Diversified Trust’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 Q3	$278K	Buy	+4,400	New	+$302K	0.01%	880

Other funds holding KBE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Diversified Trust's KBE Position: Q3 2026 in Review

Diversified Trust opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2026: 4,400 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings.

121 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Diversified Trust held 4,400 shares of State Street SPDR S&P Bank ETF worth $278K as of Q3 2026.
State Street SPDR S&P Bank ETF was a new Diversified Trust position in Q3 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #880 holding.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.