Essex Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Essex Financial Services’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	$238K	Hold	4,000	–	–	0.01%	692
2025 Q4	$243K	Hold	4,000	–	–	0.01%	681
2025 Q3	$238K	Sell	4,000 -1,197	-23%	-$70.5K	0.01%	646
2025 Q2	$290K	Buy	5,197 +1,000	+24%	+$52.1K	0.02%	559
2025 Q1	$222K	Sell	4,197 -1,000	-19%	-$56K	0.02%	579
2024 Q4	$288K	Buy	5,197 +1,000	+24%	+$57.1K	0.02%	499
2024 Q3	$229K	Sell	4,197 -1,000	-19%	-$51.2K	0.02%	562
2024 Q2	$257K	Buy	+5,197	New	+$237K	0.02%	524
2023 Q2	–	Sell	-6,612	Closed	-$245K	–	490
2023 Q1	$245K	Hold	6,612	–	–	0.03%	423
2022 Q4	$298K	Hold	6,612	–	–	0.03%	365
2022 Q3	$293K	Sell	6,612 -100	-1%	-$4.75K	0.03%	345
2022 Q2	$295K	Hold	6,712	–	–	0.03%	354
2022 Q1	$351K	Sell	6,712 -95	-1%	-$5.3K	0.03%	341
2021 Q4	$371K	Hold	6,807	–	–	0.04%	334
2021 Q3	$360K	Buy	6,807 +400	+6%	+$20.3K	0.04%	316
2021 Q2	$332K	Hold	6,407	–	–	0.05%	307
2021 Q1	$332K	Buy	6,407 +432	+7%	+$21.1K	0.06%	250
2020 Q4	$250K	Buy	+5,975	New	+$221K	0.05%	272
2018 Q2	–	Sell	-18,978	Closed	-$909K	–	320
2018 Q1	$909K	Buy	+18,978	New	+$943K	0.18%	123
2017 Q3	–	Sell	-23,963	Closed	-$1.04M	–	317
2017 Q2	$1.04M	Hold	23,963	–	–	0.22%	112
2017 Q1	$1.03M	Buy	23,963 +8,984	+60%	+$396K	0.24%	107
2016 Q4	$651K	Buy	+14,979	New	+$579K	0.14%	149

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Essex Financial Services's KBE Position: Q1 2026 in Review

Essex Financial Services held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 4,000 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #692.

Essex Financial Services first reported a position in KBE in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.04M in Q2 2017. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Essex Financial Services held 4,000 shares of State Street SPDR S&P Bank ETF worth $238K as of Q1 2026.
Essex Financial Services left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #692 holding.
Essex Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 22 quarters since.
Essex Financial Services's State Street SPDR S&P Bank ETF position peaked at $1.04M in Q2 2017.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.