SeaBridge Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

SeaBridge Investment Advisors’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	–	Sell	-4,416	Closed	-$263K	–	197
2026 Q1	$263K	Hold	4,416	–	–	0.04%	166
2025 Q4	$268K	Sell	4,416 -18	-0.4%	-$1.06K	0.04%	175
2025 Q3	$263K	Sell	4,434 -975	-18%	-$57.4K	0.04%	178
2025 Q2	$302K	Sell	5,409 -2,503	-32%	-$130K	0.06%	171
2025 Q1	$419K	Sell	7,912 -2,058	-21%	-$115K	0.09%	145
2024 Q4	$553K	Buy	+9,970	New	+$569K	0.12%	135

Other funds holding KBE

MAG

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

YIH

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

SWM

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SeaBridge Investment Advisors's KBE Position: Q2 2026 in Review

SeaBridge Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 4,416 shares — an estimated $263K sold.

SeaBridge Investment Advisors first reported a position in KBE in Q4 2024 and held it in 6 quarters. The position peaked at $553K in Q4 2024. 28 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

SeaBridge Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
SeaBridge Investment Advisors sold 4,416 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $263K.
SeaBridge Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and held it in 6 quarters.
SeaBridge Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $553K in Q4 2024.
28 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.