Schroder Investment Management Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Schroder Investment Management Group’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	–	Sell	-32,837	Closed	-$2.01M	–	1226
2025 Q4	$2.01M	Buy	+32,837	New	+$1.93M	﹤0.01%	888
2025 Q3	–	Sell	-673,025	Closed	-$37.5M	–	1226
2025 Q2	$37.5M	Buy	+673,025	New	+$35M	0.03%	374
2021 Q3	–	Sell	-499,209	Closed	-$25.6M	–	1527
2021 Q2	$25.6M	Sell	499,209 -1,924,519	-79%	-$103M	0.03%	455
2021 Q1	$126M	Buy	+2,423,728	New	+$118M	0.16%	114
2017 Q2	–	Sell	-919	Closed	-$40K	–	1312
2017 Q1	$40K	Buy	+919	New	+$40.5K	﹤0.01%	1173
2016 Q1	–	Sell	-973,592	Closed	-$32.9M	–	1188
2015 Q4	$32.9M	Buy	973,592 +93,111	+11%	+$3.24M	0.07%	340
2015 Q3	$29.3M	Buy	+880,481	New	+$30.7M	0.06%	362
2014 Q2	–	Sell	-7,000	Closed	-$238K	–	1417
2014 Q1	$238K	Sell	7,000 -3,000	-30%	-$99K	﹤0.01%	1153
2013 Q4	$332K	Sell	10,000 -5,000	-33%	-$159K	﹤0.01%	1180
2013 Q3	$450K	Buy	+15,000	New	+$459K	﹤0.01%	1121

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schroder Investment Management Group's KBE Position: Q1 2026 in Review

Schroder Investment Management Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2026, closing a stake of 32,837 shares — an estimated $2.01M sold.

Schroder Investment Management Group first reported a position in KBE in Q3 2013 and held it in 10 quarters. The position peaked at $126M in Q1 2021. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Schroder Investment Management Group reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2026 after selling out during the quarter.
Schroder Investment Management Group sold 32,837 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $2.01M.
Schroder Investment Management Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2013 and held it in 10 quarters.
Schroder Investment Management Group's State Street SPDR S&P Bank ETF position peaked at $126M in Q1 2021.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.