Riggs Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Riggs Asset 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
2025 Q2	–	Sell	-23,557	Closed	-$1.25M	–	943
2025 Q1	$1.25M	Buy	+23,557	New	+$1.32M	0.36%	66
2020 Q1	–	Sell	-107	Closed	-$5K	–	278
2019 Q4	$5K	Buy	+107	New	+$4.85K	﹤0.01%	234

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Riggs Asset Management's KBE Position: Q2 2025 in Review

Riggs Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 23,557 shares — an estimated $1.25M sold.

Riggs Asset Management first reported a position in KBE in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q1 2025. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Riggs Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Riggs Asset Management sold 23,557 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $1.25M.
Riggs Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 2 quarters.
Riggs Asset Management's State Street SPDR S&P Bank ETF position peaked at $1.25M in Q1 2025.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.