Janney Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Janney Capital 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 Q4	$19.4M	Sell	319,806 -7,311	-2%	-$431K	1.22%	19
2025 Q3	$19.4M	Sell	327,117 -10,962	-3%	-$646K	1.21%	18
2025 Q2	$18.9M	Sell	338,079 -13,365	-4%	-$696K	1.22%	15
2025 Q1	$18.6M	Sell	351,444 -9,253	-3%	-$519K	1.28%	15
2024 Q4	$20M	Sell	360,697 -13,755	-4%	-$785K	1.32%	13
2024 Q3	$19.8M	Buy	+374,452	New	+$19.2M	1.34%	15
2021 Q3	–	Sell	-197,982	Closed	-$10.2M	–	205
2021 Q2	$10.2M	Sell	197,982 -574	-0.3%	-$30.6K	0.65%	72
2021 Q1	$10.3M	Buy	+198,556	New	+$9.68M	0.68%	56
2020 Q1	–	Sell	-466,760	Closed	-$22.1M	–	194
2019 Q4	$22.1M	Buy	+466,760	New	+$21.2M	1.19%	23
2019 Q3	–	Sell	-566,434	Closed	-$24.6M	–	216
2019 Q2	$24.6M	Buy	566,434 +245,555	+77%	+$10.7M	1.33%	20
2019 Q1	$13.4M	Buy	+320,879	New	+$13.8M	0.7%	57

Other funds holding KBE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WBG

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Capital Management's KBE Position: Q4 2025 in Review

Janney Capital Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 2.2% in Q4 2025, selling an estimated $431K and leaving 319,806 shares worth $19.4M. The position accounts for 1.22% of the portfolio, ranked #19.

Janney Capital Management first reported a position in KBE in Q1 2019 and has held it in 11 quarters since. The position peaked at $24.6M in Q2 2019. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Janney Capital Management held 319,806 shares of State Street SPDR S&P Bank ETF worth $19.4M as of Q4 2025.
Janney Capital Management sold 7,311 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $431K.
State Street SPDR S&P Bank ETF made up 1.22% of Janney Capital Management's portfolio in Q4 2025, its #19 holding.
Janney Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and has held it in 11 quarters since.
Janney Capital Management's State Street SPDR S&P Bank ETF position peaked at $24.6M in Q2 2019.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.