Wilmington Savings Fund Society’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wilmington Savings Fund Society’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	-1,170	Closed	-$65.2K	–	1743
2025 Q2	$65.2K	Sell	1,170 -477	-29%	-$24.8K	﹤0.01%	1157
2025 Q1	$87.2K	Buy	1,647 +2	+0.1%	+$112	﹤0.01%	1051
2024 Q4	$91.2K	Sell	1,645 -25	-1%	-$1.43K	﹤0.01%	1067
2024 Q3	$88.3K	Buy	+1,670	New	+$85.5K	﹤0.01%	1050

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

Wilmington Savings Fund Society's KBE Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 1,170 shares — an estimated $65.2K sold.

Wilmington Savings Fund Society first reported a position in KBE in Q3 2024 and held it in 4 quarters. The position peaked at $91.2K in Q4 2024. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

Wilmington Savings Fund Society reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 1,170 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $65.2K.
Wilmington Savings Fund Society first reported a position in State Street SPDR S&P Bank ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's State Street SPDR S&P Bank ETF position peaked at $91.2K in Q4 2024.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.