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Mather Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Mather Group’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
Q1 		– Sell
-90
Closed -$4.99K – 1830
2024
Q4 		$4.99K Buy
+90
New +$5.14K ﹤0.01% 1382
2024
Q3 		– Sell
-43
Closed -$2.02K – 1970
2024
Q2 		$2.02K Sell
43
-63
-59% -$2.87K ﹤0.01% 1886
2024
Q1 		$4.88K Buy
+106
New +$4.76K ﹤0.01% 1355
2019
Q2 		– Sell
-6,745
Closed -$282K – 72
2019
Q1 		$282K Sell
6,745
-7,809
-54% -$335K 0.02% 60
2018
Q4 		$544K Sell
14,554
-4,894
-25% -$207K 0.05% 56
2018
Q3 		$906K Sell
19,448
-63,319
-77% -$3.08M 0.08% 43
2018
Q2 		$3.9M Sell
82,767
-229,863
-74% -$11.2M 0.38% 20
2018
Q1 		$15M Buy
312,630
+15,824
+5% +$786K 1.55% 18
2017
Q4 		$14.1M Buy
296,806
+18,307
+7% +$842K 1.56% 18
2017
Q3 		$12.6M Buy
278,499
+11,491
+4% +$493K 1.53% 18
2017
Q2 		$11.6M Buy
+267,008
New +$11.3M 1.54% 17

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mather Group's KBE Position: Q1 2025 in Review

Mather Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 90 shares — an estimated $4.99K sold.

Mather Group first reported a position in KBE in Q2 2017 and held it in 11 quarters. The position peaked at $15M in Q1 2018. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

  • Mather Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 90 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $4.99K.
  • Mather Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 11 quarters.
  • Mather Group's State Street SPDR S&P Bank ETF position peaked at $15M in Q1 2018.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.