Lighthouse Investment Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lighthouse Investment Partners’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	-9,827	Closed	-$548K	–	707
2025 Q2	$548K	Buy	+9,827	New	+$512K	0.02%	442
2023 Q3	–	Sell	-94,311	Closed	-$3.4M	–	374
2023 Q2	$3.4M	Buy	+94,311	New	+$3.36M	0.18%	126

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Lighthouse Investment Partners's KBE Position: Q3 2025 in Review

Lighthouse Investment Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 9,827 shares — an estimated $548K sold.

Lighthouse Investment Partners first reported a position in KBE in Q2 2023 and held it in 2 quarters. The position peaked at $3.4M in Q2 2023. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

Lighthouse Investment Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 9,827 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $548K.
Lighthouse Investment Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and held it in 2 quarters.
Lighthouse Investment Partners's State Street SPDR S&P Bank ETF position peaked at $3.4M in Q2 2023.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Lighthouse Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.