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IBEX Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

IBEX Wealth Advisors’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
-28,996
Closed -$1.54M – 200
2025
Q1 		$1.54M Sell
28,996
-1,348
-4% -$75.5K 0.2% 88
2024
Q4 		$1.68M Buy
+30,344
New +$1.73M 0.2% 87

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
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

IBEX Wealth Advisors's KBE Position: Q2 2025 in Review

IBEX Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 28,996 shares — an estimated $1.54M sold.

IBEX Wealth Advisors first reported a position in KBE in Q4 2024 and held it in 2 quarters. The position peaked at $1.68M in Q4 2024. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

  • IBEX Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 28,996 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $1.54M.
  • IBEX Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and held it in 2 quarters.
  • IBEX Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $1.68M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on IBEX Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.