Golden State Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Golden State Wealth 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	-300	Closed	-$15.9K	–	1623
2025 Q1	$15.9K	Hold	300	–	–	﹤0.01%	861
2024 Q4	$16.6K	Buy	+300	New	+$17.1K	﹤0.01%	813
2020 Q2	–	Sell	-100	Closed	-$3K	–	580
2020 Q1	$3K	Buy	+100	New	+$4K	﹤0.01%	815
2019 Q4	–	Sell	-100	Closed	-$4K	–	531
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	895
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	905
2019 Q1	$4K	Buy	+100	New	+$4.29K	﹤0.01%	942

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Golden State Wealth Management's KBE Position: Q2 2025 in Review

Golden State Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 300 shares — an estimated $15.9K sold.

Golden State Wealth Management first reported a position in KBE in Q1 2019 and held it in 6 quarters. The position peaked at $16.6K in Q4 2024. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Golden State Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 300 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $15.9K.
Golden State Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's State Street SPDR S&P Bank ETF position peaked at $16.6K in Q4 2024.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.