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 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

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

Caldwell Sutter Capital's KBE Position: Q2 2026 in Review

Caldwell Sutter Capital increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.59% in Q2 2026, buying an estimated $192 and bringing the position to 515 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #453.

Caldwell Sutter Capital first reported a position in KBE in Q4 2022 and has held it in 15 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Caldwell Sutter Capital held 515 shares of State Street SPDR S&P Bank ETF worth $35.1K as of Q2 2026.
Caldwell Sutter Capital bought 3 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $192.
State Street SPDR S&P Bank ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #453 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and has held it in 15 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.