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
2024 Q1	–	Sell	-43,300	Closed	-$1.99M	–	2635
2023 Q4	$1.99M	Buy	+43,300	New	+$1.71M	﹤0.01%	1222
2023 Q2	–	Sell	-948,700	Closed	-$35.2M	–	2714
2023 Q1	$35.2M	Buy	948,700 +332,100	+54%	+$14.9M	0.07%	294
2022 Q4	$27.8M	Buy	+616,600	New	+$28.9M	0.06%	351
2022 Q2	–	Sell	-21,300	Closed	-$1.12M	–	3657
2022 Q1	$1.12M	Buy	21,300 +16,700	+363%	+$932K	﹤0.01%	2403
2021 Q4	$250K	Hold	4,600	–	–	﹤0.01%	3088
2021 Q3	$243K	Hold	4,600	–	–	﹤0.01%	2728
2021 Q2	$236K	Sell	4,600 -16,700	-78%	-$891K	﹤0.01%	2405
2021 Q1	$1.1M	Buy	+21,300	New	+$1.04M	0.01%	1609

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

EDRH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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.