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

Principal Securities’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 Q4	–	Sell	-300	Closed	-$17.8K	–	2521
2025 Q3	$17.8K	Hold	300	–	–	﹤0.01%	2453
2025 Q2	$16.7K	Hold	300	–	–	﹤0.01%	2404
2025 Q1	$16.6K	Buy	+300	New	+$16.8K	﹤0.01%	2311
2024 Q4	–	Sell	-5,328	Closed	-$282K	–	3590
2024 Q3	$282K	Buy	5,328 +5,324	+133,100%	+$273K	0.01%	957
2024 Q2	$186	Sell	4 -164	-98%	-$7.47K	﹤0.01%	3316
2024 Q1	$7.91K	Sell	168 -44,249	-100%	-$1.99M	﹤0.01%	2443
2023 Q4	$2.04M	Buy	+44,417	New	+$1.76M	0.08%	245

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's KBE Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 300 shares — an estimated $17.8K sold.

Principal Securities first reported a position in KBE in Q4 2023 and held it in 7 quarters. The position peaked at $2.04M in Q4 2023. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Principal Securities reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 300 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $17.8K.
Principal Securities first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and held it in 7 quarters.
Principal Securities's State Street SPDR S&P Bank ETF position peaked at $2.04M in Q4 2023.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.