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Sterling Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sterling Capital 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
2025
Q3 		– Sell
-470
Closed -$26.2K – 3267
2025
Q2 		$26.2K Hold
470
– – ﹤0.01% 1695
2025
Q1 		$24.9K Buy
+470
New +$26.3K ﹤0.01% 1596

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Sterling Capital Management's KBE Position: Q3 2025 in Review

Sterling Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 470 shares — an estimated $26.2K sold.

Sterling Capital Management first reported a position in KBE in Q1 2025 and held it in 2 quarters. The position peaked at $26.2K in Q2 2025. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

  • Sterling Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Sterling Capital Management sold 470 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $26.2K.
  • Sterling Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2025 and held it in 2 quarters.
  • Sterling Capital Management's State Street SPDR S&P Bank ETF position peaked at $26.2K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Sterling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.