Almanack Investment Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Almanack Investment Partners’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 Q1	$602K	Buy	10,117 +1,279	+14%	+$79.6K	0.1%	93
2025 Q4	$536K	Buy	+8,838	New	+$521K	0.09%	94
2021 Q3	–	Sell	-6,211	Closed	-$319K	–	532
2021 Q2	$319K	Sell	6,211 -1,381	-18%	-$73.7K	0.03%	311
2021 Q1	$394K	Buy	+7,592	New	+$370K	0.04%	275
2018 Q4	–	Sell	-8,304	Closed	-$367K	–	249
2018 Q3	$367K	Sell	8,304 -6,400	-44%	-$312K	0.1%	111
2018 Q2	$693K	Sell	14,704 -212,463	-94%	-$10.4M	0.31%	33
2018 Q1	$10.9M	Buy	227,167 +147,707	+186%	+$7.34M	4.18%	7
2017 Q4	$3.76M	Buy	+79,460	New	+$3.66M	1.49%	20

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Almanack Investment Partners's KBE Position: Q1 2026 in Review

Almanack Investment Partners increased its State Street SPDR S&P Bank ETF (KBE) stake by 14% in Q1 2026, buying an estimated $79.6K and bringing the position to 10,117 shares worth $602K. The position accounts for 0.1% of the portfolio, ranked #93.

Almanack Investment Partners first reported a position in KBE in Q4 2017 and has held it in 8 quarters since. The position peaked at $10.9M in Q1 2018. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Almanack Investment Partners held 10,117 shares of State Street SPDR S&P Bank ETF worth $602K as of Q1 2026.
Almanack Investment Partners bought 1,279 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $79.6K.
State Street SPDR S&P Bank ETF made up 0.1% of Almanack Investment Partners's portfolio in Q1 2026, its #93 holding.
Almanack Investment Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 8 quarters since.
Almanack Investment Partners's State Street SPDR S&P Bank ETF position peaked at $10.9M in Q1 2018.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.