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 Q3	–	Sell	-29,361	Closed	-$2M	–	1843
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 $267M AUM 19.2% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Y-Intercept (HK)'s KBE Position: Q3 2026 in Review

Y-Intercept (HK) sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2026, closing a stake of 29,361 shares — an estimated $2M sold.

Y-Intercept (HK) first reported a position in KBE in Q3 2023 and held it in 7 quarters. The position peaked at $2M in Q2 2026. 41 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Y-Intercept (HK) reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 29,361 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $2M.
Y-Intercept (HK) first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and held it in 7 quarters.
Y-Intercept (HK)'s State Street SPDR S&P Bank ETF position peaked at $2M in Q2 2026.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.