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

TD 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
2025 Q3	–	Sell	-143,300	Closed	-$7.99M	–	1264
2025 Q2	$7.99M	Hold	143,300	–	–	0.01%	690
2025 Q1	$7.59M	Buy	+143,300	New	+$8.03M	0.01%	703
2018 Q1	–	Sell	-512,400	Closed	-$24.3M	–	1357
2017 Q4	$24.3M	Buy	512,400 +52,400	+11%	+$2.41M	0.04%	342
2017 Q3	$20.7M	Hold	460,000	–	–	0.03%	381
2017 Q2	$20M	Buy	460,000 +8,000	+2%	+$340K	0.03%	391
2017 Q1	$19.4M	Buy	+452,000	New	+$19.9M	0.03%	405

Other funds holding KBE

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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 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

TD Asset Management's KBE Position: Q3 2025 in Review

TD Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 143,300 shares — an estimated $7.99M sold.

TD Asset Management first reported a position in KBE in Q1 2017 and held it in 6 quarters. The position peaked at $24.3M in Q4 2017. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

TD Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
TD Asset Management sold 143,300 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $7.99M.
TD Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 6 quarters.
TD Asset Management's State Street SPDR S&P Bank ETF position peaked at $24.3M in Q4 2017.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on TD Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.