Cape Cod Five Cents Savings Bank’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cape Cod Five Cents Savings Bank’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	$497K	Buy	+7,285	New	+$467K	0.04%	143
2025 Q4	$456K	Hold	8,622	–	–	0.04%	137
2025 Q3	$456K	Hold	8,622	–	–	0.04%	137
2025 Q2	$456K	Hold	8,622	–	–	0.04%	137
2025 Q1	$456K	Hold	8,622	–	–	0.04%	137
2024 Q4	$456K	Hold	8,622	–	–	0.04%	137
2024 Q3	$456K	Sell	8,622 -1,798	-17%	-$92.1K	0.04%	137
2024 Q2	$483K	Sell	10,420 -1,042	-9%	-$47.4K	0.05%	133
2024 Q1	$540K	Sell	11,462 -1,112	-9%	-$49.9K	0.05%	137
2023 Q4	$579K	Sell	12,574 -14,052	-53%	-$556K	0.06%	132
2023 Q3	$981K	Buy	26,626 +8,086	+44%	+$315K	0.05%	135
2023 Q2	$667K	Sell	18,540 -9,706	-34%	-$346K	0.07%	122
2023 Q1	$1.05M	Sell	28,246 -2,258	-7%	-$102K	0.11%	108
2022 Q4	$1.38M	Sell	30,504 -12,222	-29%	-$574K	0.16%	99
2022 Q3	$1.89M	Sell	42,726 -2,096	-5%	-$99.6K	0.23%	90
2022 Q2	$1.97M	Sell	44,822 -3,872	-8%	-$184K	0.22%	88
2022 Q1	$2.55M	Sell	48,694 -126	-0.3%	-$7.03K	0.26%	82
2021 Q4	$2.66M	Sell	48,820 -2,821	-5%	-$156K	0.26%	82
2021 Q3	$2.73M	Sell	51,641 -275	-0.5%	-$14K	0.28%	75
2021 Q2	$2.67M	Sell	51,916 -2,854	-5%	-$152K	0.28%	74
2021 Q1	$2.84M	Sell	54,770 -9,931	-15%	-$484K	0.31%	72
2020 Q4	$2.71M	Buy	+64,701	New	+$2.4M	0.31%	71

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

Cape Cod Five Cents Savings Bank's KBE Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 7,285 shares worth $497K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in KBE as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in KBE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.84M in Q1 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Cape Cod Five Cents Savings Bank held 7,285 shares of State Street SPDR S&P Bank ETF worth $497K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #143 holding.
Cape Cod Five Cents Savings Bank first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and has held it in 22 quarters since.
Cape Cod Five Cents Savings Bank's State Street SPDR S&P Bank ETF position peaked at $2.84M in Q1 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.