Madison Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Madison Asset 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
2026 Q2	$10.8M	Sell	157,868 -178,063	-53%	-$11.4M	0.13%	131
2026 Q1	$20M	Sell	335,931 -70,132	-17%	-$4.36M	0.25%	100
2025 Q4	$24.6M	Sell	406,063 -14,631	-3%	-$862K	0.28%	88
2025 Q3	$25M	Buy	420,694 +59,356	+16%	+$3.5M	0.28%	84
2025 Q2	$20.1M	Sell	361,338 -36,471	-9%	-$1.9M	0.22%	92
2025 Q1	$21.1M	Buy	397,809 +137,441	+53%	+$7.7M	0.23%	92
2024 Q4	$14.4M	Buy	+260,368	New	+$14.9M	0.16%	111

Other funds holding KBE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WBG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Madison Asset Management's KBE Position: Q2 2026 in Review

Madison Asset Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 53% in Q2 2026, selling an estimated $11.4M and leaving 157,868 shares worth $10.8M. The position accounts for 0.13% of the portfolio, ranked #131.

Madison Asset Management first reported a position in KBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $25M in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Madison Asset Management held 157,868 shares of State Street SPDR S&P Bank ETF worth $10.8M as of Q2 2026.
Madison Asset Management sold 178,063 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $11.4M.
State Street SPDR S&P Bank ETF made up 0.13% of Madison Asset Management's portfolio in Q2 2026, its #131 holding.
Madison Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 7 quarters since.
Madison Asset Management's State Street SPDR S&P Bank ETF position peaked at $25M in Q3 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.