EPG
KBE icon

Estate Planners Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Estate Planners Group’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
-11
Closed -$641 – 247
2025
Q4 		$641 Buy
+11
New +$648 ﹤0.01% 433

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Estate Planners Group's KBE Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2026, closing a stake of 11 shares — an estimated $641 sold.

Estate Planners Group first reported a position in KBE in Q4 2025 and held it in 1 quarter. The position peaked at $641 in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 11 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $641.
  • Estate Planners Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR S&P Bank ETF position peaked at $641 in Q4 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.