Edgestream Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Edgestream Partners’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 Q2	$341K	Buy	+4,999	New	+$320K	0.01%	850
2022 Q4	–	Sell	-9,713	Closed	-$430K	–	571
2022 Q3	$430K	Buy	+9,713	New	+$462K	0.03%	358
2022 Q2	–	Sell	-7,027	Closed	-$368K	–	571
2022 Q1	$368K	Sell	7,027 -1,065	-13%	-$59.4K	0.03%	462
2021 Q4	$441K	Buy	8,092 +4,101	+103%	+$227K	0.03%	403
2021 Q3	$211K	Sell	3,991 -1,623	-29%	-$82.4K	0.01%	467
2021 Q2	$288K	Buy	+5,614	New	+$300K	0.02%	404
2020 Q4	–	Sell	-14,361	Closed	-$423K	–	392
2020 Q3	$423K	Sell	14,361 -37,748	-72%	-$1.17M	0.03%	258
2020 Q2	$1.64M	Buy	52,109 +4,136	+9%	+$125K	0.09%	214
2020 Q1	$1.29M	Buy	+47,973	New	+$1.92M	0.12%	182
2019 Q1	–	Sell	-13,832	Closed	-$517K	–	254
2018 Q4	$517K	Buy	+13,832	New	+$586K	0.09%	172

Other funds holding KBE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Edgestream Partners's KBE Position: Q2 2026 in Review

Edgestream Partners opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 4,999 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in KBE as recently as Q3 2022.

Edgestream Partners first reported a position in KBE in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.64M in Q2 2020. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Edgestream Partners held 4,999 shares of State Street SPDR S&P Bank ETF worth $341K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Edgestream Partners position in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #850 holding.
Edgestream Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 10 quarters since.
Edgestream Partners's State Street SPDR S&P Bank ETF position peaked at $1.64M in Q2 2020.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.