Silvercrest Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Silvercrest Asset 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 Q2	$1.4M	Hold	20,472	–	–	0.01%	577
2026 Q1	$1.22M	Hold	20,472	–	–	0.01%	586
2025 Q4	$1.24M	Hold	20,472	–	–	0.01%	588
2025 Q3	$1.22M	Hold	20,472	–	–	0.01%	593
2025 Q2	$1.14M	Hold	20,472	–	–	0.01%	612
2025 Q1	$1.08M	Hold	20,472	–	–	0.01%	612
2024 Q4	$1.14M	Hold	20,472	–	–	0.01%	600
2024 Q3	$1.08M	Hold	20,472	–	–	0.01%	564
2024 Q2	$950K	Hold	20,472	–	–	0.01%	631
2024 Q1	$964K	Hold	20,472	–	–	0.01%	620
2023 Q4	$942K	Buy	+20,472	New	+$810K	0.01%	594

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WBG

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

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

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

Silvercrest Asset Management's KBE Position: Q2 2026 in Review

Silvercrest Asset Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 20,472 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #577.

Silvercrest Asset Management first reported a position in KBE in Q4 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Silvercrest Asset Management held 20,472 shares of State Street SPDR S&P Bank ETF worth $1.4M as of Q2 2026.
Silvercrest Asset Management left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #577 holding.
Silvercrest Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.