Marshall Wace’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Marshall Wace’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	-11,158	Closed	-$591K	–	2928
2025 Q1	$591K	Buy	+11,158	New	+$625K	﹤0.01%	2013
2023 Q2	–	Sell	-494,469	Closed	-$18.3M	–	2713
2023 Q1	$18.3M	Buy	494,469 +429,146	+657%	+$19.3M	0.04%	496
2022 Q4	$2.95M	Buy	65,323 +47,223	+261%	+$2.22M	0.01%	1517
2022 Q3	$802K	Buy	+18,100	New	+$860K	﹤0.01%	2518
2022 Q2	–	Sell	-18,036	Closed	-$944K	–	3656
2022 Q1	$944K	Buy	+18,036	New	+$1.01M	﹤0.01%	2481
2020 Q3	–	Sell	-19,872	Closed	-$627K	–	1759
2020 Q2	$627K	Buy	19,872 +6,495	+49%	+$196K	﹤0.01%	1133
2020 Q1	$361K	Buy	+13,377	New	+$535K	﹤0.01%	1049
2019 Q2	–	Sell	-5,315	Closed	-$222K	–	1599
2019 Q1	$222K	Buy	+5,315	New	+$228K	﹤0.01%	1316

Other funds holding KBE

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

Two Sigma Investments New York $138B AUM 41.87% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

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

WBG

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

Marshall Wace's KBE Position: Q2 2025 in Review

Marshall Wace sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 11,158 shares — an estimated $591K sold.

Marshall Wace first reported a position in KBE in Q1 2019 and held it in 8 quarters. The position peaked at $18.3M in Q1 2023. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Marshall Wace reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Marshall Wace sold 11,158 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $591K.
Marshall Wace first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 8 quarters.
Marshall Wace's State Street SPDR S&P Bank ETF position peaked at $18.3M in Q1 2023.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.