American Institute for Advanced Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

American Institute for Advanced Investment Management’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	-4,000	Closed	-$212K	–	152
2025 Q1	$212K	Sell	4,000 -2,535	-39%	-$142K	0.16%	134
2024 Q4	$362K	Buy	+6,535	New	+$373K	0.27%	92
2022 Q3	–	Sell	-7,887	Closed	-$346K	–	105
2022 Q2	$346K	Sell	7,887 -100	-1%	-$4.75K	0.3%	78
2022 Q1	$418K	Buy	7,987 +2,775	+53%	+$155K	0.3%	74
2021 Q4	$284K	Buy	5,212 +1,235	+31%	+$68.4K	0.19%	100
2021 Q3	$210K	Buy	+3,977	New	+$202K	0.15%	117

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 $7.59B AUM 23.44% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBG

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

American Institute for Advanced Investment Management's KBE Position: Q2 2025 in Review

American Institute for Advanced Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 4,000 shares — an estimated $212K sold.

American Institute for Advanced Investment Management first reported a position in KBE in Q3 2021 and held it in 6 quarters. The position peaked at $418K in Q1 2022. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

American Institute for Advanced Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
American Institute for Advanced Investment Management sold 4,000 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $212K.
American Institute for Advanced Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and held it in 6 quarters.
American Institute for Advanced Investment Management's State Street SPDR S&P Bank ETF position peaked at $418K in Q1 2022.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.