Sage Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.38M Sell
78,821
-43,534
-36% -$2.79M 2.65% 11
2026
Q1
$7.29M Buy
122,355
+48,190
+65% +$3M 3.99% 8
2025
Q4
$4.5M Buy
+74,165
New +$4.37M 2.45% 16
2025
Q3
Sell
-79,640
Closed -$4.44M 46
2025
Q2
$4.44M Buy
+79,640
New +$4.15M 2.42% 15

Other funds holding KBE

Sage Advisory Services's KBE Position: Q2 2026 in Review

Sage Advisory Services reduced its State Street SPDR S&P Bank ETF (KBE) stake by 36% in Q2 2026, selling an estimated $2.79M and leaving 78,821 shares worth $5.38M. The position accounts for 2.65% of the portfolio, ranked #11.

Sage Advisory Services first reported a position in KBE in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.29M in Q1 2026. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Sage Advisory Services held 78,821 shares of State Street SPDR S&P Bank ETF worth $5.38M as of Q2 2026.
  • Sage Advisory Services sold 43,534 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $2.79M.
  • State Street SPDR S&P Bank ETF made up 2.65% of Sage Advisory Services's portfolio in Q2 2026, its #11 holding.
  • Sage Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 4 quarters since.
  • Sage Advisory Services's State Street SPDR S&P Bank ETF position peaked at $7.29M in Q1 2026.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.