Bank of Montreal’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bank of Montreal’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	$476M	Buy	8,001,300 +6,000,000	+300%	+$373M	0.18%	103
2025 Q4	$121M	Buy	+2,001,300	New	+$118M	0.04%	330
2023 Q2	–	Sell	-3,500	Closed	-$130K	–	4153
2023 Q1	$130K	Buy	+3,500	New	+$157K	﹤0.01%	3170

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

Bank of Montreal's KBE Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P Bank ETF (KBE) stake by 24% in Q1 2026, selling an estimated $1.35M and leaving 67,132 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Bank of Montreal first reported a position in KBE in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.98M in Q1 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Bank of Montreal held 67,132 shares of State Street SPDR S&P Bank ETF worth $4M as of Q1 2026.
Bank of Montreal sold 21,754 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $1.35M.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1397 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street SPDR S&P Bank ETF position peaked at $9.98M in Q1 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.