Wharton Business Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32M | Buy |
537,846
+107,540
| +25% | +$6.69M | 1.21% | 24 |
|
|
2025
Q4 | $26.1M | Sell |
430,306
-2,555
| -0.6% | -$151K | 0.99% | 25 |
|
|
2025
Q3 | $25.7M | Sell |
432,861
-2,620
| -0.6% | -$154K | 1.12% | 22 |
|
|
2025
Q2 | $24.2M | Buy |
435,481
+29,430
| +7% | +$1.53M | 1.02% | 23 |
|
|
2025
Q1 | $21.6M | Sell |
406,051
-3,770
| -0.9% | -$211K | 0.98% | 24 |
|
|
2024
Q4 | $22.7M | Sell |
409,821
-15,525
| -4% | -$886K | 1.03% | 23 |
|
|
2024
Q3 | $22.5M | Sell |
425,346
-2,060
| -0.5% | -$106K | 1.01% | 24 |
|
|
2024
Q2 | $19.8M | Sell |
427,406
-4,445
| -1% | -$202K | 1.02% | 24 |
|
|
2024
Q1 | $20.3M | Buy |
431,851
+220
| +0.1% | +$9.87K | 0.98% | 25 |
|
|
2023
Q4 | $19.9M | Sell |
431,631
-7,850
| -2% | -$311K | 1% | 23 |
|
|
2023
Q3 | $16.2M | Buy |
439,481
+276,920
| +170% | +$10.8M | 0.9% | 26 |
|
|
2023
Q2 | $5.85M | Buy |
162,561
+14,565
| +10% | +$519K | 0.39% | 45 |
|
|
2023
Q1 | $5.49M | Buy |
147,996
+2,550
| +2% | +$115K | 0.33% | 49 |
|
|
2022
Q4 | $6.57M | Sell |
145,446
-6,465
| -4% | -$303K | 0.38% | 46 |
|
|
2022
Q3 | $6.73M | Buy |
151,911
+5,265
| +4% | +$250K | 0.46% | 42 |
|
|
2022
Q2 | $6.43M | Buy |
146,646
+1,955
| +1% | +$92.9K | 0.43% | 40 |
|
|
2022
Q1 | $7.58M | Buy |
144,691
+1,610
| +1% | +$89.8K | 0.46% | 38 |
|
|
2021
Q4 | $7.81M | Sell |
143,081
-2,394
| -2% | -$133K | 0.48% | 38 |
|
|
2021
Q3 | $7.7M | Sell |
145,475
-57,005
| -28% | -$2.89M | 0.78% | 21 |
|
|
2021
Q2 | $10.4M | Sell |
202,480
-11,700
| -5% | -$624K | 0.81% | 29 |
|
|
2021
Q1 | $11.1M | Sell |
214,180
-22,000
| -9% | -$1.07M | 0.87% | 30 |
|
|
2020
Q4 | $9.88M | Sell |
236,180
-52,095
| -18% | -$1.93M | 0.81% | 31 |
|
|
2020
Q3 | $8.49M | Sell |
288,275
-61,141
| -17% | -$1.9M | 0.78% | 31 |
|
|
2020
Q2 | $11M | Sell |
349,416
-66,550
| -16% | -$2.01M | 1.06% | 26 |
|
|
2020
Q1 | $11.2M | Buy |
415,966
+26,835
| +7% | +$1.07M | 1.27% | 20 |
|
|
2019
Q4 | $18.4M | Sell |
389,131
-29,335
| -7% | -$1.33M | 1.71% | 20 |
|
|
2019
Q3 | $18.1M | Buy |
418,466
+64,155
| +18% | +$2.73M | 1.81% | 19 |
|
|
2019
Q2 | $15.4M | Buy |
354,311
+9,720
| +3% | +$422K | 1.57% | 20 |
|
|
2019
Q1 | $14.4M | Sell |
344,591
-3,300
| -0.9% | -$141K | 1.49% | 21 |
|
|
2018
Q4 | $13M | Buy |
347,891
+5,275
| +2% | +$224K | 1.53% | 22 |
|
|
2018
Q3 | $16M | Sell |
342,616
-2,145
| -0.6% | -$105K | 1.58% | 22 |
|
|
2018
Q2 | $16.3M | Buy |
344,761
+5
| +0% | +$244 | 1.69% | 22 |
|
|
2018
Q1 | $16.5M | Buy |
344,756
+19,725
| +6% | +$980K | 1.71% | 22 |
|
|
2017
Q4 | $15.3M | Sell |
325,031
-22,525
| -6% | -$1.04M | 1.58% | 21 |
|
|
2017
Q3 | $15.7M | Sell |
347,556
-72,520
| -17% | -$3.11M | 1.66% | 21 |
|
|
2017
Q2 | $18.3M | Sell |
420,076
-27,160
| -6% | -$1.15M | 1.95% | 18 |
|
|
2017
Q1 | $18M | Sell |
447,236
-22,525
| -5% | -$992K | 1.92% | 18 |
|
|
2016
Q4 | $20.4M | Sell |
469,761
-109,045
| -19% | -$4.21M | 2.42% | 14 |
|
|
2016
Q3 | $19.3M | Sell |
578,806
-4,105
| -0.7% | -$133K | 2.38% | 14 |
|
|
2016
Q2 | $17.8M | Sell |
582,911
-39,135
| -6% | -$1.24M | 2.1% | 15 |
|
|
2016
Q1 | $18.9M | Sell |
622,046
-535,720
| -46% | -$15.9M | 2.09% | 17 |
|
|
2015
Q4 | $39.2M | Sell |
1,157,766
-27,610
| -2% | -$961K | 3.87% | 5 |
|
|
2015
Q3 | $39.4M | Sell |
1,185,376
-41,940
| -3% | -$1.46M | 3.89% | 4 |
|
|
2015
Q2 | $44.5K | Sell |
1,227,316
-1,255
| -0.1% | -$43.9K | 2.95% | 4 |
|
|
2015
Q1 | $41.2M | Sell |
1,228,571
-144,260
| -11% | -$4.69M | 3.39% | 6 |
|
|
2014
Q4 | $46.1M | Buy |
1,372,831
+12,490
| +0.9% | +$407K | 3.81% | 3 |
|
|
2014
Q3 | $43.4M | Buy |
1,360,341
+46,940
| +4% | +$1.53M | 3.86% | 4 |
|
|
2014
Q2 | $43.9M | Sell |
1,313,401
-508,168
| -28% | -$16.6M | 4.84% | 2 |
|
|
2014
Q1 | $62M | Sell |
1,821,569
-4,730
| -0.3% | -$156K | 5% | 1 |
|
|
2013
Q4 | $60.6M | Sell |
1,826,299
-17,400
| -0.9% | -$552K | 5.1% | 2 |
|
|
2013
Q3 | $55.4M | Sell |
1,843,699
-26,665
| -1% | -$816K | 4.66% | 3 |
|
|
2013
Q2 | $53.7M | Buy |
+1,870,364
| New | +$51.1M | 4.68% | 3 |
|
Other funds holding KBE
Wharton Business Group's KBE Position: Q1 2026 in Review
Wharton Business Group increased its State Street SPDR S&P Bank ETF (KBE) stake by 25% in Q1 2026, buying an estimated $6.69M and bringing the position to 537,846 shares worth $32M. The position accounts for 1.21% of the portfolio, ranked #24.
Wharton Business Group first reported a position in KBE in Q2 2013 and has held it in 52 quarters since. The position peaked at $62M in Q1 2014. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.
- Wharton Business Group held 537,846 shares of State Street SPDR S&P Bank ETF worth $32M as of Q1 2026.
- Wharton Business Group bought 107,540 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $6.69M.
- State Street SPDR S&P Bank ETF made up 1.21% of Wharton Business Group's portfolio in Q1 2026, its #24 holding.
- Wharton Business Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 52 quarters since.
- Wharton Business Group's State Street SPDR S&P Bank ETF position peaked at $62M in Q1 2014.
- 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.