XML Financial’s State Street SPDR S&P Bank ETF KBE Stock Holding History

XML Financial’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 Q4	–	Sell	-4,189	Closed	-$249K	–	451
2025 Q3	$249K	Buy	4,189 +17	+0.4%	+$1K	0.02%	341
2025 Q2	$233K	Sell	4,172 -327	-7%	-$17K	0.02%	336
2025 Q1	$238K	Sell	4,499 -98	-2%	-$5.49K	0.02%	315
2024 Q4	$255K	Sell	4,597 -670	-13%	-$38.3K	0.02%	308
2024 Q3	$279K	Buy	+5,267	New	+$270K	0.03%	296

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

XML Financial's KBE Position: Q4 2025 in Review

XML Financial sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 4,189 shares — an estimated $249K sold.

XML Financial first reported a position in KBE in Q3 2024 and held it in 5 quarters. The position peaked at $279K in Q3 2024. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

XML Financial reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
XML Financial sold 4,189 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $249K.
XML Financial first reported a position in State Street SPDR S&P Bank ETF in Q3 2024 and held it in 5 quarters.
XML Financial's State Street SPDR S&P Bank ETF position peaked at $279K in Q3 2024.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.