International Assets Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

International Assets Investment Management’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	$94.3K	Sell	1,359 -166	-11%	-$10.6K	0.01%	1111
2026 Q1	$91.6K	Buy	1,525 +71	+5%	+$4.42K	0.01%	1040
2025 Q4	$88.2K	Buy	+1,454	New	+$85.7K	0.01%	1042
2025 Q1	–	Sell	-3,801	Closed	-$209K	–	829
2024 Q4	$209K	Buy	+3,801	New	+$217K	0.02%	732
2024 Q3	–	Sell	-20,315	Closed	-$942K	–	2257
2024 Q2	$942K	Sell	20,315 -3,618	-15%	-$165K	0.09%	214
2024 Q1	$1.11M	Buy	+23,933	New	+$1.07M	0.12%	189

Other funds holding KBE

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

International Assets Investment Management's KBE Position: Q2 2026 in Review

International Assets Investment Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 11% in Q2 2026, selling an estimated $10.6K and leaving 1,359 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #1111.

International Assets Investment Management first reported a position in KBE in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2024. 100 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

International Assets Investment Management held 1,359 shares of State Street SPDR S&P Bank ETF worth $94.3K as of Q2 2026.
International Assets Investment Management sold 166 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $10.6K.
State Street SPDR S&P Bank ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1111 holding.
International Assets Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and has held it in 6 quarters since.
International Assets Investment Management's State Street SPDR S&P Bank ETF position peaked at $1.11M in Q1 2024.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.