South Shore Capital Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

South Shore Capital Advisors’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	$308K	Sell	5,174 -3,190	-38%	-$198K	0.23%	99
2025 Q4	$508K	Buy	+8,364	New	+$493K	0.37%	61

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

South Shore Capital Advisors's KBE Position: Q1 2026 in Review

South Shore Capital Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 38% in Q1 2026, selling an estimated $198K and leaving 5,174 shares worth $308K. The position accounts for 0.23% of the portfolio, ranked #99.

South Shore Capital Advisors first reported a position in KBE in Q4 2025 and has held it in 2 quarters since. The position peaked at $508K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

South Shore Capital Advisors held 5,174 shares of State Street SPDR S&P Bank ETF worth $308K as of Q1 2026.
South Shore Capital Advisors sold 3,190 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $198K.
State Street SPDR S&P Bank ETF made up 0.23% of South Shore Capital Advisors's portfolio in Q1 2026, its #99 holding.
South Shore Capital Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 2 quarters since.
South Shore Capital Advisors's State Street SPDR S&P Bank ETF position peaked at $508K in Q4 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.