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Belpointe Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Belpointe Asset 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
2026
Q2 		– Sell
-11,158
Closed -$664K – 1177
2026
Q1 		$664K Sell
11,158
-250
-2% -$15.6K 0.02% 604
2025
Q4 		$692K Sell
11,408
-5,369
-32% -$316K 0.03% 559
2025
Q3 		$997K Buy
16,777
+10,681
+175% +$629K 0.04% 405
2025
Q2 		$340K Hold
6,096
– – 0.01% 719
2025
Q1 		$323K Sell
6,096
-75,141
-92% -$4.21M 0.02% 701
2024
Q4 		$4.38M Buy
81,237
+75,744
+1,379% +$4.32M 0.26% 74
2024
Q3 		$291K Buy
5,493
+64
+1% +$3.28K 0.02% 672
2024
Q2 		$252K Sell
5,429
-88,500
-94% -$4.03M 0.02% 643
2024
Q1 		$4.42M Buy
93,929
+88,539
+1,643% +$3.97M 0.33% 54
2023
Q4 		$248K Buy
+5,390
New +$213K 0.02% 597
2023
Q2 		– Sell
-4,906
Closed -$182K – 2039
2023
Q1 		$182K Buy
4,906
+2,661
+119% +$120K 0.01% 989
2022
Q4 		$101K Sell
2,245
-449
-17% -$21.1K 0.01% 1226
2022
Q3 		$119K Buy
2,694
+261
+11% +$12.4K 0.01% 1074
2022
Q2 		$107K Buy
2,433
+13
+0.5% +$618 0.01% 1088
2022
Q1 		$127K Buy
2,420
+12
+0.5% +$670 0.01% 1107
2021
Q4 		$132K Sell
2,408
-233
-9% -$12.9K 0.01% 1077
2021
Q3 		$140K Buy
+2,641
New +$134K 0.01% 1007
2021
Q2 		– Sell
-9,404
Closed -$488K – 1162
2021
Q1 		$488K Sell
9,404
-614
-6% -$29.9K 0.04% 449
2020
Q4 		$419K Buy
10,018
+4,108
+70% +$152K 0.04% 453
2020
Q3 		$174K Buy
+5,910
New +$184K 0.02% 597
2020
Q1 		– Sell
-2,569
Closed -$121K – 712
2019
Q4 		$121K Buy
+2,569
New +$116K 0.02% 709
2018
Q4 		– Sell
-10,038
Closed -$467K – 571
2018
Q3 		$467K Buy
10,038
+560
+6% +$27.3K 0.07% 276
2018
Q2 		$447K Buy
9,478
+625
+7% +$30.5K 0.12% 188
2018
Q1 		$424K Sell
8,853
-560
-6% -$27.8K 0.12% 190
2017
Q4 		$446K Buy
9,413
+25
+0.3% +$1.15K 0.1% 255
2017
Q3 		$423K Buy
+9,388
New +$402K 0.1% 236

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Belpointe Asset Management's KBE Position: Q2 2026 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 11,158 shares — an estimated $664K sold.

Belpointe Asset Management first reported a position in KBE in Q3 2017 and held it in 26 quarters. The position peaked at $4.42M in Q1 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Belpointe Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 11,158 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $664K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2017 and held it in 26 quarters.
  • Belpointe Asset Management's State Street SPDR S&P Bank ETF position peaked at $4.42M in Q1 2024.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.