Arlington Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Arlington Capital Management’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	-28,159	Closed	-$1.49M	–	94
2025 Q1	$1.49M	Buy	+28,159	New	+$1.58M	1.13%	17
2022 Q1	–	Sell	-23,099	Closed	-$1.26M	–	53
2021 Q4	$1.26M	Sell	23,099 -23,353	-50%	-$1.29M	2.27%	10
2021 Q3	$2.46M	Buy	46,452 +37,067	+395%	+$1.88M	4.59%	3
2021 Q2	$482K	Buy	9,385 +45	+0.5%	+$2.4K	0.97%	34
2021 Q1	$485K	Sell	9,340 -49,891	-84%	-$2.43M	0.89%	32
2020 Q4	$2.48M	Sell	59,231 -11,839	-17%	-$439K	3.38%	7
2020 Q3	$2.09M	Buy	71,070 +23,690	+50%	+$737K	4.27%	11
2020 Q2	$1.49M	Buy	+47,380	New	+$1.43M	4.24%	6

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

Arlington Capital Management's KBE Position: Q2 2025 in Review

Arlington Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 28,159 shares — an estimated $1.49M sold.

Arlington Capital Management first reported a position in KBE in Q2 2020 and held it in 8 quarters. The position peaked at $2.48M in Q4 2020. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Arlington Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Arlington Capital Management sold 28,159 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $1.49M.
Arlington Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and held it in 8 quarters.
Arlington Capital Management's State Street SPDR S&P Bank ETF position peaked at $2.48M in Q4 2020.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Arlington Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.