Vicus Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Vicus Capital’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	-55,878	Closed	-$2.96M	–	274
2025 Q1	$2.96M	Buy	55,878 +3,694	+7%	+$207K	0.28%	50
2024 Q4	$2.89M	Buy	+52,184	New	+$2.98M	0.26%	51
2022 Q2	–	Sell	-39,361	Closed	-$2.06M	–	238
2022 Q1	$2.06M	Buy	39,361 +6,415	+19%	+$358K	0.21%	61
2021 Q4	$1.84M	Buy	+32,946	New	+$1.83M	0.19%	66
2021 Q2	–	Sell	-25,120	Closed	-$1.3M	–	202
2021 Q1	$1.3M	Buy	+25,120	New	+$1.22M	0.16%	76
2018 Q2	–	Sell	-22,029	Closed	-$1.05M	–	240
2018 Q1	$1.05M	Buy	+22,029	New	+$1.09M	0.18%	89
2017 Q3	–	Sell	-31,776	Closed	-$1.38M	–	236
2017 Q2	$1.38M	Sell	31,776 -6,499	-17%	-$276K	0.28%	74
2017 Q1	$1.65M	Sell	38,275 -8,716	-19%	-$384K	0.36%	64
2016 Q4	$2.04M	Buy	+46,991	New	+$1.82M	0.46%	49

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

Vicus Capital's KBE Position: Q2 2025 in Review

Vicus Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 55,878 shares — an estimated $2.96M sold.

Vicus Capital first reported a position in KBE in Q4 2016 and held it in 9 quarters. The position peaked at $2.96M in Q1 2025. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Vicus Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Vicus Capital sold 55,878 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $2.96M.
Vicus Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 9 quarters.
Vicus Capital's State Street SPDR S&P Bank ETF position peaked at $2.96M in Q1 2025.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Vicus Capital's 13F filing for Q2 2025, filed 18 Jul 2025.