Caldwell Sutter Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Caldwell Sutter Capital’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 Q3	$32.7K	Buy	518 +3	+0.6%	+$206	0.01%	461
2026 Q2	$35.1K	Buy	515 +3	+0.6%	+$192	0.01%	453
2026 Q1	$30.5K	Buy	512 +3	+0.6%	+$187	0.01%	433
2025 Q4	$30.9K	Buy	509 +3	+0.6%	+$177	0.01%	424
2025 Q3	$30.1K	Buy	506 +3	+0.6%	+$177	0.01%	427
2025 Q2	$28K	Buy	503 +3	+0.6%	+$156	0.01%	424
2025 Q1	$26.5K	Buy	500 +4	+0.8%	+$224	0.01%	430
2024 Q4	$27.5K	Buy	496 +3	+0.6%	+$171	0.01%	435
2024 Q3	$26.1K	Buy	493 +3	+0.6%	+$154	0.01%	448
2024 Q2	$22.7K	Buy	490 +3	+0.6%	+$137	0.01%	471
2024 Q1	$22.9K	Buy	487 +4	+0.8%	+$179	0.01%	458
2023 Q4	$22.2K	Buy	483 +3	+0.6%	+$119	0.01%	452
2023 Q3	$17.7K	Buy	480 +5	+1%	+$195	0.01%	461
2023 Q2	$17.1K	Hold	475	–	–	0.01%	465
2023 Q1	$17.6K	Hold	475	–	–	0.01%	347
2022 Q4	$21.4K	Buy	+475	New	+$22.3K	0.02%	218

Other funds holding KBE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

Caldwell Sutter Capital's KBE Position: Q3 2026 in Review

Caldwell Sutter Capital increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.58% in Q3 2026, buying an estimated $206 and bringing the position to 518 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #461.

Caldwell Sutter Capital first reported a position in KBE in Q4 2022 and has held it in 16 quarters since. The position peaked at $35.1K in Q2 2026. 152 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Caldwell Sutter Capital held 518 shares of State Street SPDR S&P Bank ETF worth $32.7K as of Q3 2026.
Caldwell Sutter Capital bought 3 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $206.
State Street SPDR S&P Bank ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #461 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's State Street SPDR S&P Bank ETF position peaked at $35.1K in Q2 2026.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.