Sowell Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sowell Financial Services’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
2025 Q4	–	Sell	-60,010	Closed	-$3.57M	–	1149
2025 Q3	$3.57M	Buy	60,010 +10	+0%	+$589	0.14%	153
2025 Q2	$3.35M	Buy	+60,000	New	+$3.12M	0.14%	156
2025 Q1	–	Sell	-20,618	Closed	-$1.14M	–	1027
2024 Q4	$1.14M	Buy	+20,618	New	+$1.18M	0.06%	295
2024 Q1	–	Sell	-15,215	Closed	-$700K	–	565
2023 Q4	$700K	Buy	+15,215	New	+$602K	0.04%	386
2022 Q4	–	Sell	-60,349	Closed	-$2.67M	–	535
2022 Q3	$2.67M	Buy	+60,349	New	+$2.87M	0.27%	106
2021 Q4	–	Sell	-24,168	Closed	-$1.28M	–	527
2021 Q3	$1.28M	Buy	+24,168	New	+$1.23M	0.09%	255
2021 Q2	–	Sell	-4,090	Closed	-$224K	–	1691
2021 Q1	$224K	Buy	4,090 +540	+15%	+$26.3K	0.01%	989
2020 Q4	$148K	Hold	3,550	–	–	0.01%	984
2020 Q3	$105K	Sell	3,550 -22	-0.6%	-$684	0.01%	955
2020 Q2	$113K	Sell	3,572 -11,854	-77%	-$358K	0.01%	928
2020 Q1	$416K	Buy	15,426 +11,406	+284%	+$456K	0.03%	438
2019 Q4	$190K	Sell	4,020 -48,836	-92%	-$2.21M	0.01%	730
2019 Q3	$2.28M	Buy	+52,856	New	+$2.25M	0.19%	111
2019 Q1	$1.21M	Buy	+28,890	New	+$1.24M	0.13%	170

Other funds holding KBE

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

WBG

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's KBE Position: Q4 2025 in Review

Sowell Financial Services sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 60,010 shares — an estimated $3.57M sold.

Sowell Financial Services first reported a position in KBE in Q1 2019 and held it in 14 quarters. The position peaked at $3.57M in Q3 2025. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Sowell Financial Services reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 60,010 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $3.57M.
Sowell Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 14 quarters.
Sowell Financial Services's State Street SPDR S&P Bank ETF position peaked at $3.57M in Q3 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.