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

Financial Services Advisory’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
2025 Q4	–	Sell	-13,712	Closed	-$815K	–	68
2025 Q3	$815K	Buy	+13,712	New	+$808K	0.31%	45
2024 Q1	–	Sell	-18,256	Closed	-$840K	–	59
2023 Q4	$840K	Buy	+18,256	New	+$722K	0.24%	47
2021 Q2	–	Sell	-10,886	Closed	-$565K	–	47
2021 Q1	$565K	Buy	+10,886	New	+$530K	0.26%	30

Other funds holding KBE

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

WBG

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Services Advisory's KBE Position: Q4 2025 in Review

Financial Services Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 13,712 shares — an estimated $815K sold.

Financial Services Advisory first reported a position in KBE in Q1 2021 and held it in 3 quarters. The position peaked at $840K in Q4 2023. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Financial Services Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
Financial Services Advisory sold 13,712 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $815K.
Financial Services Advisory first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 3 quarters.
Financial Services Advisory's State Street SPDR S&P Bank ETF position peaked at $840K in Q4 2023.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Financial Services Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.