Baird Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Baird Financial Group’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	$1.2M	Buy	17,579 +327	+2%	+$21K	﹤0.01%	1269
2026 Q1	$1.03M	Sell	17,252 -16,633	-49%	-$1.03M	﹤0.01%	1252
2025 Q4	$2.06M	Buy	33,885 +16,683	+97%	+$983K	﹤0.01%	1026
2025 Q3	$1.02M	Sell	17,202 -8	-0%	-$471	﹤0.01%	1249
2025 Q2	$960K	Sell	17,210 -14,715	-46%	-$766K	﹤0.01%	1223
2025 Q1	$1.69M	Sell	31,925 -801	-2%	-$44.9K	﹤0.01%	1010
2024 Q4	$1.82M	Buy	32,726 +1,038	+3%	+$59.3K	﹤0.01%	999
2024 Q3	$1.68M	Sell	31,688 -31,830	-50%	-$1.63M	﹤0.01%	1018
2024 Q2	$2.95M	Buy	63,518 +1,084	+2%	+$49.4K	0.01%	843
2024 Q1	$2.94M	Buy	62,434 +47,375	+315%	+$2.13M	0.01%	834
2023 Q4	$693K	Buy	+15,059	New	+$596K	﹤0.01%	1253
2022 Q2	–	Sell	-19,273	Closed	-$1.01M	–	1821
2022 Q1	$1.01M	Buy	19,273 +274	+1%	+$15.3K	﹤0.01%	1143
2021 Q4	$1.04M	Buy	18,999 +5,416	+40%	+$300K	﹤0.01%	1184
2021 Q3	$719K	Sell	13,583 -153	-1%	-$7.77K	﹤0.01%	1335
2021 Q2	$705K	Sell	13,736 -10,564	-43%	-$564K	﹤0.01%	1306
2021 Q1	$1.26M	Buy	24,300 +19,370	+393%	+$944K	﹤0.01%	1041
2020 Q4	$206K	Buy	+4,930	New	+$183K	﹤0.01%	1509
2020 Q1	–	Sell	-4,956	Closed	-$234K	–	1498
2019 Q4	$234K	Buy	4,956 +22	+0.4%	+$997	﹤0.01%	1424
2019 Q3	$213K	Sell	4,934 -2,049	-29%	-$87.3K	﹤0.01%	1424
2019 Q2	$303K	Buy	+6,983	New	+$303K	﹤0.01%	1328
2019 Q1	–	Sell	-8,237	Closed	-$308K	–	1307
2018 Q4	$308K	Buy	8,237 +230	+3%	+$9.75K	﹤0.01%	1110
2018 Q3	$372K	Sell	8,007 -2,958	-27%	-$144K	﹤0.01%	1125
2018 Q2	$517K	Buy	10,965 +866	+9%	+$42.3K	﹤0.01%	1001
2018 Q1	$484K	Sell	10,099 -2,553	-20%	-$127K	﹤0.01%	1023
2017 Q4	$599K	Sell	12,652 -22,724	-64%	-$1.05M	﹤0.01%	959
2017 Q3	$1.59M	Sell	35,376 -21,108	-37%	-$905K	0.01%	669
2017 Q2	$2.46M	Sell	56,484 -1,767	-3%	-$75.1K	0.02%	554
2017 Q1	$2.5M	Buy	58,251 +18,923	+48%	+$833K	0.02%	543
2016 Q4	$1.71M	Buy	+39,328	New	+$1.52M	0.01%	609

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

Baird Financial Group's KBE Position: Q2 2026 in Review

Baird Financial Group increased its State Street SPDR S&P Bank ETF (KBE) stake by 1.9% in Q2 2026, buying an estimated $21K and bringing the position to 17,579 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Baird Financial Group first reported a position in KBE in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.95M in Q2 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Baird Financial Group held 17,579 shares of State Street SPDR S&P Bank ETF worth $1.2M as of Q2 2026.
Baird Financial Group bought 327 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $21K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1269 holding.
Baird Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 29 quarters since.
Baird Financial Group's State Street SPDR S&P Bank ETF position peaked at $2.95M in Q2 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.