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 Q2	$468K	Sell	6,858 -3,259	-32%	-$209K	0.06%	172
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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Almanack Investment Partners's KBE Position: Q2 2026 in Review

Almanack Investment Partners reduced its State Street SPDR S&P Bank ETF (KBE) stake by 32% in Q2 2026, selling an estimated $209K and leaving 6,858 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #172.

Almanack Investment Partners first reported a position in KBE in Q4 2017 and has held it in 9 quarters since. The position peaked at $10.9M in Q1 2018. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Almanack Investment Partners held 6,858 shares of State Street SPDR S&P Bank ETF worth $468K as of Q2 2026.
Almanack Investment Partners sold 3,259 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $209K.
State Street SPDR S&P Bank ETF made up 0.06% of Almanack Investment Partners's portfolio in Q2 2026, its #172 holding.
Almanack Investment Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 9 quarters since.
Almanack Investment Partners's State Street SPDR S&P Bank ETF position peaked at $10.9M in Q1 2018.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.