Continuum Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Continuum Advisory’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	-31	Closed	-$1.66K	–	1047
2025 Q1	$1.66K	Hold	31	–	–	﹤0.01%	1412
2024 Q4	$1.72K	Hold	31	–	–	﹤0.01%	1468
2024 Q3	$1.85K	Hold	31	–	–	﹤0.01%	1462
2024 Q2	$1.42K	Buy	31 +1	+3%	+$46	﹤0.01%	1391
2024 Q1	$1.44K	Buy	+30	New	+$1.35K	﹤0.01%	1388

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 $6.91B AUM 19.7% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

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

Continuum Advisory's KBE Position: Q2 2025 in Review

Continuum Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 31 shares — an estimated $1.66K sold.

Continuum Advisory first reported a position in KBE in Q1 2024 and held it in 5 quarters. The position peaked at $1.85K in Q3 2024. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Continuum Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 31 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $1.66K.
Continuum Advisory first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's State Street SPDR S&P Bank ETF position peaked at $1.85K in Q3 2024.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.