Wealthspire Advisors (New York)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthspire Advisors (New York)’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	-6,584	Closed	-$349K	–	863
2025 Q1	$349K	Sell	6,584 -2,247	-25%	-$126K	﹤0.01%	604
2024 Q4	$490K	Buy	+8,831	New	+$504K	﹤0.01%	519
2019 Q1	–	Sell	-2,985	Closed	-$111K	–	442
2018 Q4	$111K	Buy	+2,985	New	+$127K	0.01%	103

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

Wealthspire Advisors (New York)'s KBE Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 6,584 shares — an estimated $349K sold.

Wealthspire Advisors (New York) first reported a position in KBE in Q4 2018 and held it in 3 quarters. The position peaked at $490K in Q4 2024. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 6,584 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $349K.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s State Street SPDR S&P Bank ETF position peaked at $490K in Q4 2024.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.