Y-Intercept (HK)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Y-Intercept (HK)’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	$2M	Buy	29,361 +25,134	+595%	+$1.61M	0.04%	700
2026 Q1	$252K	Buy	+4,227	New	+$263K	﹤0.01%	1406
2025 Q4	–	Sell	-6,723	Closed	-$399K	–	1783
2025 Q3	$399K	Sell	6,723 -4,495	-40%	-$265K	0.01%	1313
2025 Q2	$626K	Buy	+11,218	New	+$584K	0.02%	1121
2025 Q1	–	Sell	-18,158	Closed	-$1.01M	–	1413
2024 Q4	$1.01M	Buy	+18,158	New	+$1.04M	0.07%	425
2024 Q2	–	Sell	-9,222	Closed	-$434K	–	1643
2024 Q1	$434K	Buy	+9,222	New	+$414K	0.03%	780
2023 Q4	–	Sell	-6,724	Closed	-$248K	–	1452
2023 Q3	$248K	Buy	+6,724	New	+$262K	0.02%	839

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return