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Paloma Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Paloma Partners’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
-8,666
Closed -$481K – 201
2024
Q4 		$481K Buy
+8,666
New +$495K 0.02% 207
2021
Q3 		– Sell
-418
Closed -$21K – 1503
2021
Q2 		$21K Sell
418
-1,582
-79% -$84.4K ﹤0.01% 1705
2021
Q1 		$104K Buy
+2,000
New +$97.5K ﹤0.01% 1914
2020
Q4 		– Sell
-7,960
Closed -$234K – 1945
2020
Q3 		$234K Sell
7,960
-284,600
-97% -$8.85M 0.01% 1661
2020
Q2 		$9.23M Buy
+292,560
New +$8.83M 0.16% 120
2019
Q4 		– Sell
-47,458
Closed -$2.05M – 2335
2019
Q3 		$2.05M Buy
+47,458
New +$2.02M 0.04% 420

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

Paloma Partners's KBE Position: Q1 2025 in Review

Paloma Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2025, closing a stake of 8,666 shares — an estimated $481K sold.

Paloma Partners first reported a position in KBE in Q3 2019 and held it in 6 quarters. The position peaked at $9.23M in Q2 2020. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

  • Paloma Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Paloma Partners sold 8,666 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $481K.
  • Paloma Partners first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 6 quarters.
  • Paloma Partners's State Street SPDR S&P Bank ETF position peaked at $9.23M in Q2 2020.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.