Fisher Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Fisher Asset Management’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 Q2	–	Sell	-4,816	Closed	-$255K	–	1041
2025 Q1	$255K	Buy	4,816 +96	+2%	+$5.38K	﹤0.01%	931
2024 Q4	$262K	Buy	4,720 +887	+23%	+$50.6K	﹤0.01%	897
2024 Q3	$203K	Sell	3,833 -1,131	-23%	-$57.9K	﹤0.01%	902
2024 Q2	$230K	Buy	+4,964	New	+$226K	﹤0.01%	929
2023 Q4	–	Sell	-8,269	Closed	-$305K	–	1054
2023 Q3	$305K	Buy	+8,269	New	+$322K	﹤0.01%	934

Other funds holding KBE

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

Two Sigma Investments New York $138B AUM 41.87% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

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

WBG

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

Fisher Asset Management's KBE Position: Q2 2025 in Review

Fisher Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 4,816 shares — an estimated $255K sold.

Fisher Asset Management first reported a position in KBE in Q3 2023 and held it in 5 quarters. The position peaked at $305K in Q3 2023. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Fisher Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Fisher Asset Management sold 4,816 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $255K.
Fisher Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and held it in 5 quarters.
Fisher Asset Management's State Street SPDR S&P Bank ETF position peaked at $305K in Q3 2023.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.