Sage Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sage Capital Management’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	$375K	Buy	6,300 +21	+0.3%	+$1.31K	0.18%	108
2025 Q4	$381K	Buy	6,279 +24	+0.4%	+$1.41K	0.18%	105
2025 Q3	$372K	Buy	6,255 +38	+0.6%	+$2.24K	0.17%	110
2025 Q2	$347K	Buy	6,217 +40	+0.6%	+$2.08K	0.17%	109
2025 Q1	$327K	Buy	6,177 +43	+0.7%	+$2.41K	0.18%	108
2024 Q4	$340K	Sell	6,134 -951	-13%	-$54.3K	0.17%	114
2024 Q3	$375K	Buy	7,085 +43	+0.6%	+$2.2K	0.18%	111
2024 Q2	$327K	Buy	7,042 +53	+0.8%	+$2.41K	0.17%	111
2024 Q1	$329K	Buy	6,989 +48	+0.7%	+$2.15K	0.18%	108
2023 Q4	$319K	Buy	+6,941	New	+$275K	0.19%	106

Other funds holding KBE

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return