Envestnet Portfolio Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-24,372	Closed	-$1.48M	–	1407
2025 Q4	$1.48M	Buy	+24,372	New	+$1.44M	0.01%	637
2025 Q3	–	Sell	-13,194	Closed	-$736K	–	1526
2025 Q2	$736K	Buy	+13,194	New	+$687K	﹤0.01%	924
2024 Q4	–	Sell	-4,772	Closed	-$252K	–	1767
2024 Q3	$252K	Buy	+4,772	New	+$244K	﹤0.01%	1525
2024 Q1	–	Sell	-5,257	Closed	-$242K	–	1631
2023 Q4	$242K	Buy	+5,257	New	+$208K	﹤0.01%	1404

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBG

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

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

Envestnet Portfolio Solutions's KBE Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2026, closing a stake of 24,372 shares — an estimated $1.48M sold.

Envestnet Portfolio Solutions first reported a position in KBE in Q4 2023 and held it in 4 quarters. The position peaked at $1.48M in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 24,372 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $1.48M.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's State Street SPDR S&P Bank ETF position peaked at $1.48M in Q4 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.