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 Q2	$239M	Sell	3,500,000 -4,501,300	-56%	-$288M	0.08%	197
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 $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

Bank of Montreal's KBE Position: Q2 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P Bank ETF (KBE) stake by 29% in Q2 2026, selling an estimated $1.26M and leaving 47,471 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Bank of Montreal first reported a position in KBE in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.98M in Q1 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Bank of Montreal held 47,471 shares of State Street SPDR S&P Bank ETF worth $3.24M as of Q2 2026.
Bank of Montreal sold 19,661 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1530 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's State Street SPDR S&P Bank ETF position peaked at $9.98M in Q1 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.