UBS AM’s State Street SPDR S&P Bank ETF KBE Stock Holding History

UBS AM’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	$6.28K	Hold	92	–	–	﹤0.01%	3364
2026 Q1	$5.48K	Buy	+92	New	+$5.72K	﹤0.01%	3447
2019 Q4	–	Sell	-3,588	Closed	-$155K	–	2708
2019 Q3	$155K	Sell	3,588 -1,327	-27%	-$56.5K	﹤0.01%	2622
2019 Q2	$213K	Sell	4,915 -684	-12%	-$29.7K	﹤0.01%	2521
2019 Q1	$234K	Hold	5,599	–	–	﹤0.01%	2407
2018 Q4	$209K	Sell	5,599 -749	-12%	-$31.8K	﹤0.01%	2376
2018 Q3	$296K	Hold	6,348	–	–	﹤0.01%	2290
2018 Q2	$299K	Sell	6,348 -235	-4%	-$11.5K	﹤0.01%	2297
2018 Q1	$315K	Buy	+6,583	New	+$327K	﹤0.01%	2183

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

UBS AM's KBE Position: Q2 2026 in Review

UBS AM held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 92 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

UBS AM first reported a position in KBE in Q1 2018 and has held it in 9 quarters since. The position peaked at $315K in Q1 2018. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

UBS AM held 92 shares of State Street SPDR S&P Bank ETF worth $6.28K as of Q2 2026.
UBS AM 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 UBS AM's portfolio in Q2 2026, its #3364 holding.
UBS AM first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and has held it in 9 quarters since.
UBS AM's State Street SPDR S&P Bank ETF position peaked at $315K in Q1 2018.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.