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Integrated Wealth Concepts’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Integrated Wealth Concepts’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 		$1.78M Buy
26,106
+15,167
+139% +$972K 0.01% 900
2026
Q1 		$651K Buy
+10,939
New +$681K 0.01% 1385
2025
Q4 		– Sell
-37,666
Closed -$2.24M – 1859
2025
Q3 		$2.24M Buy
37,666
+26,588
+240% +$1.57M 0.02% 635
2025
Q2 		$618K Sell
11,078
-27,232
-71% -$1.42M 0.01% 1155
2025
Q1 		$2.03M Buy
38,310
+2,987
+8% +$167K 0.02% 573
2024
Q4 		$1.96M Sell
35,323
-1,691
-5% -$96.5K 0.02% 559
2024
Q3 		$1.96M Sell
37,014
-3,616
-9% -$185K 0.02% 556
2024
Q2 		$1.88M Buy
40,630
+29,973
+281% +$1.36M 0.03% 524
2024
Q1 		$502K Buy
10,657
+164
+2% +$7.36K 0.01% 1055
2023
Q4 		$483K Buy
10,493
+2,344
+29% +$92.7K 0.01% 1014
2023
Q3 		$300K Sell
8,149
-146
-2% -$5.69K 0.01% 1230
2023
Q2 		$299K Sell
8,295
-367
-4% -$13.1K 0.01% 1221
2023
Q1 		$321K Buy
+8,662
New +$389K 0.01% 1026
2022
Q4 		– Sell
-4,603
Closed -$204K – 1052
2022
Q3 		$204K Sell
4,603
-1,591
-26% -$75.6K 0.01% 865
2022
Q2 		$272K Sell
6,194
-21,885
-78% -$1.04M 0.01% 789
2022
Q1 		$1.47M Sell
28,079
-4,945
-15% -$276K 0.04% 310
2021
Q4 		$1.8M Buy
33,024
+26,996
+448% +$1.5M 0.05% 282
2021
Q3 		$319K Sell
6,028
-8,857
-60% -$450K 0.01% 719
2021
Q2 		$764K Buy
14,885
+6,103
+69% +$326K 0.03% 429
2021
Q1 		$456K Buy
+8,782
New +$428K 0.02% 491

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

Integrated Wealth Concepts's KBE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P Bank ETF (KBE) stake by 139% in Q2 2026, buying an estimated $972K and bringing the position to 26,106 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #900.

Integrated Wealth Concepts first reported a position in KBE in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.24M in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Integrated Wealth Concepts held 26,106 shares of State Street SPDR S&P Bank ETF worth $1.78M as of Q2 2026.
  • Integrated Wealth Concepts bought 15,167 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $972K.
  • State Street SPDR S&P Bank ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #900 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's State Street SPDR S&P Bank ETF position peaked at $2.24M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

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