Wealthfront Advisers
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Wealthfront Advisers’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthfront Advisers’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
Q1 		$550K Buy
9,238
+2,403
+35% +$150K ﹤0.01% 814
2025
Q4 		$415K Buy
6,835
+287
+4% +$16.9K ﹤0.01% 857
2025
Q3 		$389K Sell
6,548
-60
-0.9% -$3.54K ﹤0.01% 855
2025
Q2 		$368K Sell
6,608
-486
-7% -$25.3K ﹤0.01% 836
2025
Q1 		$376K Sell
7,094
-5,104
-42% -$286K ﹤0.01% 822
2024
Q4 		$677K Buy
12,198
+5,815
+91% +$332K ﹤0.01% 736
2024
Q3 		$338K Sell
6,383
-559
-8% -$28.6K ﹤0.01% 820
2024
Q2 		$322K Buy
6,942
+300
+5% +$13.7K ﹤0.01% 796
2024
Q1 		$313K Buy
6,642
+656
+11% +$29.4K ﹤0.01% 796
2023
Q4 		$275K Sell
5,986
-6,215
-51% -$246K ﹤0.01% 804
2023
Q3 		$450K Sell
12,201
-946
-7% -$36.8K ﹤0.01% 710
2023
Q2 		$473K Buy
13,147
+3,833
+41% +$137K ﹤0.01% 693
2023
Q1 		$345K Buy
+9,314
New +$419K ﹤0.01% 731

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return