Great Diamond Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Great Diamond Partners’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	-36,940	Closed	-$1.96M	–	230
2025 Q1	$1.96M	Buy	+36,940	New	+$2.07M	0.53%	59
2022 Q3	–	Sell	-21,870	Closed	-$959K	–	207
2022 Q2	$959K	Buy	21,870 +1,328	+6%	+$63.1K	0.32%	76
2022 Q1	$1.07M	Buy	20,542 +216	+1%	+$12.1K	0.3%	82
2021 Q4	$1.11M	Buy	20,326 +450	+2%	+$24.9K	0.29%	81
2021 Q3	$1.05M	Buy	19,876 +518	+3%	+$26.3K	0.29%	79
2021 Q2	$993K	Buy	19,358 +1,765	+10%	+$94.2K	0.28%	84
2021 Q1	$912K	Buy	+17,593	New	+$857K	0.28%	83

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

Great Diamond Partners's KBE Position: Q2 2025 in Review

Great Diamond Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 36,940 shares — an estimated $1.96M sold.

Great Diamond Partners first reported a position in KBE in Q1 2021 and held it in 7 quarters. The position peaked at $1.96M in Q1 2025. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Great Diamond Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Great Diamond Partners sold 36,940 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $1.96M.
Great Diamond Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 7 quarters.
Great Diamond Partners's State Street SPDR S&P Bank ETF position peaked at $1.96M in Q1 2025.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Great Diamond Partners's 13F filing for Q2 2025, filed 13 Aug 2025.