Cape Investment Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cape Investment Advisory’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	$6.89K	Buy	+101	New	+$6.47K	﹤0.01%	950
2026 Q1	–	Sell	-104	Closed	-$6.31K	–	728
2025 Q4	$6.31K	Buy	+104	New	+$6.13K	﹤0.01%	859

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 Investment Advisory's KBE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 101 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KBE as recently as Q4 2025.

Cape Investment Advisory first reported a position in KBE in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Cape Investment Advisory held 101 shares of State Street SPDR S&P Bank ETF worth $6.89K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #950 holding.
Cape Investment Advisory first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.