Washington Trust’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Washington Trust’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 Q2	–	Sell	-772	Closed	-$40.9K	–	503
2025 Q1	$40.9K	Hold	772	–	–	﹤0.01%	431
2024 Q4	$42.8K	Hold	772	–	–	﹤0.01%	464
2024 Q3	$40.8K	Hold	772	–	–	﹤0.01%	480
2024 Q2	$35.8K	Hold	772	–	–	﹤0.01%	490
2024 Q1	$36.4K	Hold	772	–	–	﹤0.01%	488
2023 Q4	$35.5K	Hold	772	–	–	﹤0.01%	469
2023 Q3	$28.4K	Hold	772	–	–	﹤0.01%	480
2023 Q2	$27.8K	Hold	772	–	–	﹤0.01%	506
2023 Q1	$28.6K	Hold	772	–	–	﹤0.01%	508
2022 Q4	$34.9K	Hold	772	–	–	﹤0.01%	456
2022 Q3	$34K	Hold	772	–	–	﹤0.01%	452
2022 Q2	$34K	Hold	772	–	–	﹤0.01%	464
2022 Q1	$40K	Hold	772	–	–	﹤0.01%	463
2021 Q4	$42K	Hold	772	–	–	﹤0.01%	469
2021 Q3	$41K	Hold	772	–	–	﹤0.01%	562
2021 Q2	$40K	Hold	772	–	–	﹤0.01%	574
2021 Q1	$40K	Hold	772	–	–	﹤0.01%	549
2020 Q4	$32K	Hold	772	–	–	﹤0.01%	581
2020 Q3	$23K	Hold	772	–	–	﹤0.01%	598
2020 Q2	$24K	Hold	772	–	–	﹤0.01%	527
2020 Q1	$21K	Buy	+772	New	+$30.9K	﹤0.01%	540
2018 Q3	–	Sell	-972	Closed	-$46K	–	531
2018 Q2	$46K	Buy	+972	New	+$47.5K	﹤0.01%	431

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

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

WBG

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

Washington Trust's KBE Position: Q2 2025 in Review

Washington Trust sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 772 shares — an estimated $40.9K sold.

Washington Trust first reported a position in KBE in Q2 2018 and held it in 22 quarters. The position peaked at $46K in Q2 2018. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Washington Trust reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 772 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $40.9K.
Washington Trust first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's State Street SPDR S&P Bank ETF position peaked at $46K in Q2 2018.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.