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

Rise 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
Q4 		– Sell
-70
Closed -$4.17K – 792
2025
Q3 		$4.17K Hold
70
– – ﹤0.01% 1155
2025
Q2 		$3.88K Buy
70
+1
+1% +$52 ﹤0.01% 1165
2025
Q1 		$3.67K Hold
69
– – ﹤0.01% 1162
2024
Q4 		$3.81K Sell
69
-22
-24% -$1.26K ﹤0.01% 1058
2024
Q3 		$4.8K Buy
91
+1
+1% +$51 ﹤0.01% 1083
2024
Q2 		$4.19K Hold
90
– – ﹤0.01% 1087
2024
Q1 		$4.22K Sell
90
-55
-38% -$2.47K ﹤0.01% 1098
2023
Q4 		$6.65K Sell
145
-300
-67% -$11.9K ﹤0.01% 360
2023
Q3 		$16.4K Sell
445
-371
-45% -$14.5K 0.01% 256
2023
Q2 		$29.4K Sell
816
-49
-6% -$1.75K 0.02% 201
2023
Q1 		$32.1K Sell
865
-263
-23% -$11.8K 0.02% 197
2022
Q4 		$50.9K Buy
1,128
+11
+1% +$516 0.04% 152
2022
Q3 		$49K Buy
1,117
+7
+0.6% +$333 0.04% 154
2022
Q2 		$49K Sell
1,110
-33
-3% -$1.57K 0.05% 141
2022
Q1 		$60K Buy
1,143
+7
+0.6% +$391 0.05% 134
2021
Q4 		$62K Buy
+1,136
New +$63K 0.06% 127

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's KBE Position: Q4 2025 in Review

Rise Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 70 shares — an estimated $4.17K sold.

Rise Advisors first reported a position in KBE in Q4 2021 and held it in 16 quarters. The position peaked at $62K in Q4 2021. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

  • Rise Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 70 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $4.17K.
  • Rise Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's State Street SPDR S&P Bank ETF position peaked at $62K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.