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Evelyn Partners Investment Management (Europe)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$21.1K Hold
355
– – 0.01% 158
2025
Q4 		$21.5K Hold
355
– – 0.01% 155
2025
Q3 		$21.1K Hold
355
– – 0.01% 150
2025
Q2 		$19.8K Hold
355
– – 0.01% 156
2025
Q1 		$18.8K Hold
355
– – 0.01% 155
2024
Q4 		$19.7K Buy
+355
New +$20.3K 0.01% 155

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Evelyn Partners Investment Management (Europe)'s KBE Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 355 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #158.

Evelyn Partners Investment Management (Europe) first reported a position in KBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 355 shares of State Street SPDR S&P Bank ETF worth $21.1K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) 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 Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #158 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s State Street SPDR S&P Bank ETF position peaked at $21.5K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.