Global Financial Private Client’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Global Financial Private Client’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	-66	Closed	-$3.5K	–	927
2025 Q1	$3.5K	Hold	66	–	–	﹤0.01%	742
2024 Q4	$3.66K	Hold	66	–	–	﹤0.01%	664
2024 Q3	$3.49K	Hold	66	–	–	﹤0.01%	679
2024 Q2	$3.06K	Hold	66	–	–	﹤0.01%	541
2024 Q1	$3.05K	Hold	66	–	–	﹤0.01%	559
2023 Q4	$3.04K	Hold	66	–	–	﹤0.01%	554
2023 Q3	$2.38K	Hold	66	–	–	﹤0.01%	558
2023 Q2	$2.42K	Hold	66	–	–	﹤0.01%	560
2023 Q1	$2.43K	Hold	66	–	–	﹤0.01%	561
2022 Q4	$2.98K	Hold	66	–	–	﹤0.01%	530
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	503
2022 Q2	$2.94K	Sell	66 -36	-35%	-$1.71K	﹤0.01%	487
2022 Q1	$5.29K	Buy	102 +36	+55%	+$2.01K	﹤0.01%	463
2021 Q4	$3.6K	Hold	66	–	–	﹤0.01%	474
2021 Q3	$3.57K	Hold	66	–	–	﹤0.01%	417
2021 Q2	$3.42K	Hold	66	–	–	﹤0.01%	433
2021 Q1	$3.45K	Hold	66	–	–	﹤0.01%	384
2020 Q4	$2.76K	Buy	+66	New	+$2.45K	﹤0.01%	393

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

Global Financial Private Client's KBE Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 66 shares — an estimated $3.5K sold.

Global Financial Private Client first reported a position in KBE in Q4 2020 and held it in 18 quarters. The position peaked at $5.29K in Q1 2022. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 66 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $3.5K.
Global Financial Private Client first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's State Street SPDR S&P Bank ETF position peaked at $5.29K in Q1 2022.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.