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
Q3
$4.47M Sell
70,710
-8,111
-10% -$556K 2.41% 13
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: Q3 2026 in Review

Sage Advisory Services reduced its State Street SPDR S&P Bank ETF (KBE) stake by 10% in Q3 2026, selling an estimated $556K and leaving 70,710 shares worth $4.47M. The position accounts for 2.41% of the portfolio, ranked #13.

Sage Advisory Services first reported a position in KBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.29M in Q1 2026. 76 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • Sage Advisory Services held 70,710 shares of State Street SPDR S&P Bank ETF worth $4.47M as of Q3 2026.
  • Sage Advisory Services sold 8,111 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $556K.
  • State Street SPDR S&P Bank ETF made up 2.41% of Sage Advisory Services's portfolio in Q3 2026, its #13 holding.
  • Sage Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 5 quarters since.
  • Sage Advisory Services's State Street SPDR S&P Bank ETF position peaked at $7.29M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.