Rothschild Investment LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Rothschild Investment LLC’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 Q1	$81.3K	Hold	1,365	–	–	﹤0.01%	968
2025 Q4	$82.8K	Hold	1,365	–	–	﹤0.01%	866
2025 Q3	$81.1K	Hold	1,365	–	–	﹤0.01%	856
2025 Q2	$76.1K	Hold	1,365	–	–	﹤0.01%	697
2025 Q1	$72.3K	Buy	1,365 +240	+21%	+$13.4K	﹤0.01%	692
2024 Q4	$62.4K	Hold	1,125	–	–	﹤0.01%	740
2024 Q3	$59.5K	Buy	+1,125	New	+$57.6K	﹤0.01%	743
2024 Q1	–	Sell	-4,480	Closed	-$206K	–	2284
2023 Q4	$206K	Buy	+4,480	New	+$177K	0.02%	407
2023 Q3	–	Sell	-6,720	Closed	-$242K	–	489
2023 Q2	$242K	Sell	6,720 -230	-3%	-$8.19K	0.02%	433
2023 Q1	$258K	Buy	+6,950	New	+$312K	0.02%	409

Other funds holding KBE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rothschild Investment LLC's KBE Position: Q1 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 1,365 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Rothschild Investment LLC first reported a position in KBE in Q1 2023 and has held it in 10 quarters since. The position peaked at $258K in Q1 2023. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Rothschild Investment LLC held 1,365 shares of State Street SPDR S&P Bank ETF worth $81.3K as of Q1 2026.
Rothschild Investment LLC left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #968 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Bank ETF in Q1 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's State Street SPDR S&P Bank ETF position peaked at $258K in Q1 2023.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.