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

&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
2026 Q2	$575K	Sell	8,429 -1,522	-15%	-$97.5K	﹤0.01%	1759
2026 Q1	$593K	Buy	9,951 +1,098	+12%	+$68.3K	﹤0.01%	1604
2025 Q4	$537K	Buy	8,853 +1,147	+15%	+$67.6K	﹤0.01%	1575
2025 Q3	$458K	Buy	7,706 +1,471	+24%	+$86.7K	﹤0.01%	1507
2025 Q2	$348K	Buy	+6,235	New	+$325K	﹤0.01%	1548

Other funds holding KBE

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

WBG

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

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

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

&Partners's KBE Position: Q2 2026 in Review

&Partners reduced its State Street SPDR S&P Bank ETF (KBE) stake by 15% in Q2 2026, selling an estimated $97.5K and leaving 8,429 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

&Partners first reported a position in KBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $593K in Q1 2026. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

&Partners held 8,429 shares of State Street SPDR S&P Bank ETF worth $575K as of Q2 2026.
&Partners sold 1,522 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $97.5K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1759 holding.
&Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 5 quarters since.
&Partners's State Street SPDR S&P Bank ETF position peaked at $593K in Q1 2026.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.