Madison Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Madison Investment Advisors’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
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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

WBG

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Madison Investment Advisors's KBE Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q4 2024: 260,368 shares worth $14.4M. The stake represents 0.16% of the portfolio and ranks #111 among its holdings.

257 funds tracked by Wall St. Rank hold KBE as of Q4 2024.

Madison Investment Advisors held 260,368 shares of State Street SPDR S&P Bank ETF worth $14.4M as of Q4 2024.
State Street SPDR S&P Bank ETF was a new Madison Investment Advisors position in Q4 2024.
State Street SPDR S&P Bank ETF made up 0.16% of Madison Investment Advisors's portfolio in Q4 2024, its #111 holding.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.