SWM
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Segment Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Segment Wealth 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 		$1.3M Sell
21,750
-340
-2% -$21.2K 0.08% 144
2025
Q4 		$1.34M Sell
22,090
-10,600
-32% -$624K 0.08% 136
2025
Q3 		$1.94M Hold
32,690
– – 0.12% 109
2025
Q2 		$1.82M Hold
32,690
– – 0.12% 112
2025
Q1 		$1.73M Hold
32,690
– – 0.12% 105
2024
Q4 		$1.81M Hold
32,690
– – 0.12% 102
2024
Q3 		$1.73M Hold
32,690
– – 0.12% 107
2024
Q2 		$1.52M Hold
32,690
– – 0.11% 114
2024
Q1 		$1.54M Hold
32,690
– – 0.12% 115
2023
Q4 		$1.5M Buy
+32,690
New +$1.29M 0.13% 109

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return