CIBC Private Wealth Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

CIBC Private Wealth Group’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	$43.4K	Sell	715 -44	-6%	-$2.59K	﹤0.01%	1846
2025 Q3	$45.1K	Buy	759 +2	+0.3%	+$118	﹤0.01%	1839
2025 Q2	$42.2K	Sell	757 -22,883	-97%	-$1.19M	﹤0.01%	1735
2025 Q1	$1.08M	Buy	23,640 +258	+1%	+$14.5K	﹤0.01%	636
2024 Q4	$1.29M	Buy	23,382 +20,859	+827%	+$1.19M	﹤0.01%	648
2024 Q3	$133K	Hold	2,523	–	–	﹤0.01%	1367
2024 Q2	$115K	Hold	2,523	–	–	﹤0.01%	1342
2024 Q1	$117K	Buy	+2,523	New	+$113K	﹤0.01%	1330
2022 Q4	–	Sell	-5,022	Closed	-$222K	–	901
2022 Q3	$222K	Sell	5,022 -3,955	-44%	-$188K	﹤0.01%	845
2022 Q2	$394K	Sell	8,977 -750	-8%	-$35.6K	﹤0.01%	750
2022 Q1	$509K	Sell	9,727 -26,393	-73%	-$1.47M	﹤0.01%	744
2021 Q4	$1.97M	Sell	36,120 -7,760	-18%	-$430K	﹤0.01%	526
2021 Q3	$2.32M	Sell	43,880 -13,100	-23%	-$665K	0.01%	485
2021 Q2	$2.92M	Sell	56,980 -105	-0.2%	-$5.6K	0.01%	472
2021 Q1	$2.96M	Buy	57,085 +40,805	+251%	+$1.99M	0.01%	472
2020 Q4	$681K	Buy	+16,280	New	+$603K	﹤0.01%	711
2018 Q3	–	Sell	-935	Closed	-$44K	–	1351
2018 Q2	$44K	Hold	935	–	–	﹤0.01%	1200
2018 Q1	$45K	Buy	+935	New	+$46.5K	﹤0.01%	1184

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's KBE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 5.8% in Q4 2025, selling an estimated $2.59K and leaving 715 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

CIBC Private Wealth Group first reported a position in KBE in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.96M in Q1 2021. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

CIBC Private Wealth Group held 715 shares of State Street SPDR S&P Bank ETF worth $43.4K as of Q4 2025.
CIBC Private Wealth Group sold 44 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $2.59K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1846 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and has held it in 18 quarters since.
CIBC Private Wealth Group's State Street SPDR S&P Bank ETF position peaked at $2.96M in Q1 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.