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Itau Unibanco Holding S.A.’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-10,000
Closed -$558K – 419
2025
Q2 		$558K Buy
+10,000
New +$521K 0.02% 148
2025
Q1 		– Sell
-3,782
Closed -$210K – 426
2024
Q4 		$210K Buy
+3,782
New +$216K 0.01% 175
2024
Q1 		– Sell
-5,754
Closed -$265K – 253
2023
Q4 		$265K Sell
5,754
-399,400
-99% -$15.8M 0.01% 152
2023
Q3 		$14.9M Buy
405,154
+5,752
+1% +$224K 0.66% 34
2023
Q2 		$14.4M Sell
399,402
-131,673
-25% -$4.69M 0.67% 31
2023
Q1 		$19.7M Sell
531,075
-82,200
-13% -$3.7M 0.99% 22
2022
Q4 		$27.7M Buy
613,275
+230,287
+60% +$10.8M 1.12% 25
2022
Q3 		$17M Sell
382,988
-180,242
-32% -$8.57M 0.68% 37
2022
Q2 		$24.7M Buy
563,230
+316,637
+128% +$15M 0.86% 29
2022
Q1 		$12.9M Buy
+246,593
New +$13.8M 0.36% 39
2020
Q1 		– Sell
-2,657
Closed -$126K – 639
2019
Q4 		$126K Buy
+2,657
New +$120K 0.01% 436

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Itau Unibanco Holding S.A.'s KBE Position: Q3 2025 in Review

Itau Unibanco Holding S.A. sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 10,000 shares — an estimated $558K sold.

Itau Unibanco Holding S.A. first reported a position in KBE in Q4 2019 and held it in 11 quarters. The position peaked at $27.7M in Q4 2022. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

  • Itau Unibanco Holding S.A. reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 10,000 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $558K.
  • Itau Unibanco Holding S.A. first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 11 quarters.
  • Itau Unibanco Holding S.A.'s State Street SPDR S&P Bank ETF position peaked at $27.7M in Q4 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2025, filed 12 Nov 2025.