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Pettinga Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pettinga Financial Advisors’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
-5,560
Closed -$294K – 137
2025
Q1 		$294K Sell
5,560
-4,900
-47% -$275K 0.07% 102
2024
Q4 		$580K Sell
10,460
-305
-3% -$17.4K 0.13% 76
2024
Q3 		$569K Sell
10,765
-275
-2% -$14.1K 0.13% 72
2024
Q2 		$512K Sell
11,040
-75
-0.7% -$3.42K 0.13% 72
2024
Q1 		$524K Sell
11,115
-1,835
-14% -$82.3K 0.13% 78
2023
Q4 		$596K Sell
12,950
-325
-2% -$12.9K 0.16% 71
2023
Q3 		$489K Sell
13,275
-125
-0.9% -$4.87K 0.15% 63
2023
Q2 		$482K Hold
13,400
– – 0.14% 60
2023
Q1 		$497K Sell
13,400
-4,075
-23% -$183K 0.15% 61
2022
Q4 		$789K Sell
17,475
-500
-3% -$23.5K 0.26% 50
2022
Q3 		$796K Sell
17,975
-5,725
-24% -$272K 0.27% 49
2022
Q2 		$1.04M Sell
23,700
-6,490
-21% -$308K 0.31% 46
2022
Q1 		$1.58M Sell
30,190
-16,385
-35% -$914K 0.4% 45
2021
Q4 		$2.54M Sell
46,575
-1,186
-2% -$65.7K 0.62% 41
2021
Q3 		$2.53M Buy
47,761
+1,840
+4% +$93.4K 0.64% 38
2021
Q2 		$2.36M Buy
45,921
+4,781
+12% +$255K 0.63% 36
2021
Q1 		$2.13M Buy
41,140
+10,415
+34% +$508K 0.62% 38
2020
Q4 		$1.28M Buy
30,725
+2,319
+8% +$85.9K 0.46% 36
2020
Q3 		$837K Buy
28,406
+10,052
+55% +$313K 0.35% 39
2020
Q2 		$579K Buy
18,354
+3,252
+22% +$98.2K 0.28% 44
2020
Q1 		$407K Sell
15,102
-13,073
-46% -$523K 0.27% 47
2019
Q4 		$1.33M Buy
28,175
+5,400
+24% +$245K 0.71% 29
2019
Q3 		$983K Sell
22,775
-50
-0.2% -$2.13K 0.53% 38
2019
Q2 		$990K Buy
22,825
+950
+4% +$41.3K 0.51% 34
2019
Q1 		$914K Buy
21,875
+5,175
+31% +$222K 0.49% 36
2018
Q4 		$624K Buy
+16,700
New +$708K 0.41% 38

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
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

Pettinga Financial Advisors's KBE Position: Q2 2025 in Review

Pettinga Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 5,560 shares — an estimated $294K sold.

Pettinga Financial Advisors first reported a position in KBE in Q4 2018 and held it in 26 quarters. The position peaked at $2.54M in Q4 2021. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

  • Pettinga Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 5,560 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $294K.
  • Pettinga Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 26 quarters.
  • Pettinga Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $2.54M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Pettinga Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.