Howe & Rusling’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-86	Closed	-$4.77K	–	454
2024 Q4	$4.77K	Buy	+86	New	+$4.91K	﹤0.01%	387
2022 Q3	–	Sell	-25	Closed	-$1K	–	1130
2022 Q2	$1K	Sell	25 -29	-54%	-$1.38K	﹤0.01%	960
2022 Q1	$3K	Buy	+54	New	+$3.01K	﹤0.01%	785

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

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

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

EDRH

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

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Howe & Rusling's KBE Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 86 shares — an estimated $4.77K sold.

Howe & Rusling first reported a position in KBE in Q1 2022 and held it in 3 quarters. The position peaked at $4.77K in Q4 2024. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Howe & Rusling reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 86 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $4.77K.
Howe & Rusling first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 3 quarters.
Howe & Rusling's State Street SPDR S&P Bank ETF position peaked at $4.77K in Q4 2024.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.