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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$407K Sell
5,970
-1,870
-24% -$120K ﹤0.01% 2372
2026
Q1
$467K Hold
7,840
﹤0.01% 2068
2025
Q4
$476K Sell
7,840
-584
-7% -$34.4K ﹤0.01% 1891
2025
Q3
$501K Buy
8,424
+1,770
+27% +$104K ﹤0.01% 1789
2025
Q2
$371K Sell
6,654
-102
-2% -$5.31K ﹤0.01% 1876
2025
Q1
$358K Sell
6,756
-1,669
-20% -$93.5K ﹤0.01% 1762
2024
Q4
$467K Buy
8,425
+1,551
+23% +$88.6K ﹤0.01% 1663
2024
Q3
$364K Buy
6,874
+260
+4% +$13.3K ﹤0.01% 1921
2024
Q2
$307K Hold
6,614
﹤0.01% 1893
2024
Q1
$312K Sell
6,614
-975
-13% -$43.7K ﹤0.01% 1873
2023
Q4
$349K Buy
7,589
+762
+11% +$30.1K ﹤0.01% 1792
2023
Q3
$252K Buy
+6,827
New +$266K ﹤0.01% 1823

Other funds holding KBE

Corient Private Wealth's KBE Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P Bank ETF (KBE) stake by 24% in Q2 2026, selling an estimated $120K and leaving 5,970 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Corient Private Wealth first reported a position in KBE in Q3 2023 and has held it in 12 quarters since. The position peaked at $501K in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Corient Private Wealth held 5,970 shares of State Street SPDR S&P Bank ETF worth $407K as of Q2 2026.
  • Corient Private Wealth sold 1,870 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $120K.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2372 holding.
  • Corient Private Wealth first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's State Street SPDR S&P Bank ETF position peaked at $501K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.