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
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 $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's KBE Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its State Street SPDR S&P Bank ETF (KBE) position steady in Q4 2025 at 8,622 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #137.

Cape Cod Five Cents Savings Bank first reported a position in KBE in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.84M in Q1 2021. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Cape Cod Five Cents Savings Bank held 8,622 shares of State Street SPDR S&P Bank ETF worth $456K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its State Street SPDR S&P Bank ETF share count unchanged in Q4 2025.
State Street SPDR S&P Bank ETF made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #137 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 21 quarters since.
Cape Cod Five Cents Savings Bank's State Street SPDR S&P Bank ETF position peaked at $2.84M in Q1 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.