Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cambridge Investment Research Advisors’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 		$660K Sell
9,668
-4,226
-30% -$271K ﹤0.01% 2503
2026
Q1 		$827K Sell
13,894
-1,924
-12% -$120K ﹤0.01% 2342
2025
Q4 		$960K Sell
15,818
-36,586
-70% -$2.16M ﹤0.01% 2131
2025
Q3 		$3.11M Buy
52,404
+41,880
+398% +$2.47M 0.01% 1194
2025
Q2 		$587K Buy
10,524
+555
+6% +$28.9K ﹤0.01% 2398
2025
Q1 		$528K Sell
9,969
-56,801
-85% -$3.18M ﹤0.01% 2388
2024
Q4 		$3.7M Buy
66,770
+57,059
+588% +$3.26M 0.01% 966
2024
Q3 		$514K Buy
9,711
+609
+7% +$31.2K ﹤0.01% 2394
2024
Q2 		$422K Sell
9,102
-1,622
-15% -$73.8K ﹤0.01% 2432
2024
Q1 		$505K Buy
10,724
+670
+7% +$30.1K ﹤0.01% 2267
2023
Q4 		$463K Sell
10,054
-2,369
-19% -$93.7K ﹤0.01% 2242
2023
Q3 		$458K Sell
12,423
-106
-0.8% -$4.13K ﹤0.01% 2152
2023
Q2 		$451K Sell
12,529
-206
-2% -$7.34K ﹤0.01% 2212
2023
Q1 		$472K Sell
12,735
-2,843
-18% -$128K ﹤0.01% 2127
2022
Q4 		$703K Sell
15,578
-372
-2% -$17.5K ﹤0.01% 1758
2022
Q3 		$706K Buy
15,950
+975
+7% +$46.3K ﹤0.01% 1709
2022
Q2 		$657K Sell
14,975
-3,923
-21% -$186K ﹤0.01% 1756
2022
Q1 		$989K Sell
18,898
-515
-3% -$28.7K ﹤0.01% 1584
2021
Q4 		$1.06M Sell
19,413
-742
-4% -$41.1K ﹤0.01% 1543
2021
Q3 		$1.07M Sell
20,155
-13,263
-40% -$673K 0.01% 1466
2021
Q2 		$1.72M Sell
33,418
-10,580
-24% -$564K 0.01% 1203
2021
Q1 		$2.28M Buy
43,998
+17,576
+67% +$856K 0.01% 942
2020
Q4 		$1.1M Sell
26,422
-3,360
-11% -$125K 0.01% 1237
2020
Q3 		$877K Buy
29,782
+6,707
+29% +$209K 0.01% 1261
2020
Q2 		$728K Buy
23,075
+3,754
+19% +$113K 0.01% 1321
2020
Q1 		$521K Buy
19,321
+2,135
+12% +$85.4K 0.01% 1343
2019
Q4 		$813K Sell
17,186
-981
-5% -$44.5K 0.01% 1276
2019
Q3 		$784K Buy
18,167
+1,308
+8% +$55.7K 0.01% 1214
2019
Q2 		$731K Sell
16,859
-787
-4% -$34.2K 0.01% 1215
2019
Q1 		$737K Buy
17,646
+2,869
+19% +$123K 0.01% 1225
2018
Q4 		$552K Buy
14,777
+178
+1% +$7.55K 0.01% 1259
2018
Q3 		$680K Buy
14,599
+1,863
+15% +$90.8K 0.01% 1257
2018
Q2 		$601K Sell
12,736
-60,664
-83% -$2.96M 0.01% 1308
2018
Q1 		$3.52M Buy
73,400
+63,522
+643% +$3.16M 0.04% 418
2017
Q4 		$468K Buy
9,878
+261
+3% +$12K 0.01% 1360
2017
Q3 		$434K Sell
9,617
-3,013
-24% -$129K 0.01% 1324
2017
Q2 		$550K Buy
12,630
+1,042
+9% +$44.3K 0.01% 1144
2017
Q1 		$498K Sell
11,588
-1,565
-12% -$68.9K 0.01% 1074
2016
Q4 		$572K Buy
13,153
+5,950
+83% +$230K 0.01% 948
2016
Q3 		$240K Buy
+7,203
New +$234K ﹤0.01% 1434
2016
Q1 		– Sell
-5,999
Closed -$203K – 1631
2015
Q4 		$203K Sell
5,999
-18
-0.3% -$626 ﹤0.01% 1363
2015
Q3 		$200K Buy
6,017
+254
+4% +$8.86K 0.01% 1260
2015
Q2 		$209K Buy
+5,763
New +$202K 0.01% 1269
2015
Q1 		– Sell
-6,440
Closed -$216K – 1433
2014
Q4 		$216K Buy
6,440
+134
+2% +$4.37K 0.01% 1174
2014
Q3 		$201K Sell
6,306
-1,211
-16% -$39.4K 0.01% 1308
2014
Q2 		$251K Sell
7,517
-183
-2% -$5.97K 0.01% 1084
2014
Q1 		$262K Buy
7,700
+1,021
+15% +$33.7K 0.01% 1016
2013
Q4 		$222K Sell
6,679
-280
-4% -$8.89K 0.01% 1024
2013
Q3 		$209K Sell
6,959
-704
-9% -$21.5K 0.01% 1013
2013
Q2 		$220K Buy
+7,663
New +$210K 0.01% 899

Other funds holding KBE

MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors's KBE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 30% in Q2 2026, selling an estimated $271K and leaving 9,668 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Cambridge Investment Research Advisors first reported a position in KBE in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.7M in Q4 2024. 65 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,668 shares of State Street SPDR S&P Bank ETF worth $660K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 4,226 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $271K.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2503 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's State Street SPDR S&P Bank ETF position peaked at $3.7M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.