Capital Fund Management (CFM)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Capital Fund Management (CFM)’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	$6.64M	Sell	97,279 -114	-0.1%	-$7.3K	0.03%	780
2026 Q1	$5.8M	Buy	97,393 +79,357	+440%	+$4.94M	0.03%	825
2025 Q4	$1.09M	Buy	+18,036	New	+$1.06M	﹤0.01%	1983
2025 Q2	–	Sell	-23,155	Closed	-$1.21M	–	2430
2025 Q1	$1.23M	Buy	23,155 +1,897	+9%	+$106K	﹤0.01%	1597
2024 Q4	$1.18M	Sell	21,258 -7,401	-26%	-$423K	﹤0.01%	1703
2024 Q3	$1.52M	Sell	28,659 -52,500	-65%	-$2.69M	﹤0.01%	1557
2024 Q2	$3.76M	Buy	81,159 +27,600	+52%	+$1.26M	0.01%	1098
2024 Q1	$2.52M	Buy	53,559 +21,100	+65%	+$947K	0.01%	1345
2023 Q4	$1.49M	Sell	32,459 -50,000	-61%	-$1.98M	﹤0.01%	1666
2023 Q3	$3.04M	Sell	82,459 -117,276	-59%	-$4.57M	0.01%	1184
2023 Q2	$7.19M	Buy	199,735 +142,831	+251%	+$5.09M	0.03%	692
2023 Q1	$2.11M	Buy	+56,904	New	+$2.56M	0.01%	1043
2018 Q4	–	Sell	-129,817	Closed	-$6.05M	–	2043
2018 Q3	$6.05M	Buy	129,817 +76,042	+141%	+$3.7M	0.03%	683
2018 Q2	$2.54M	Buy	+53,775	New	+$2.63M	0.01%	986
2018 Q1	–	Sell	-30,569	Closed	-$1.52M	–	2013
2017 Q4	$1.45M	Sell	30,569 -217,865	-88%	-$10M	0.01%	1083
2017 Q3	$11.2M	Sell	248,434 -65,159	-21%	-$2.79M	0.08%	295
2017 Q2	$13.6M	Buy	313,593 +189,624	+153%	+$8.06M	0.11%	245
2017 Q1	$5.33M	Sell	123,969 -523	-0.4%	-$23K	0.04%	450
2016 Q4	$5.41M	Buy	+124,492	New	+$4.81M	0.05%	475
2016 Q2	–	Sell	-207,758	Closed	-$6.31M	–	1651
2016 Q1	$6.31M	Buy	+207,758	New	+$6.16M	0.06%	368
2015 Q3	–	Sell	-85,157	Closed	-$3.09M	–	1537
2015 Q2	$3.09M	Sell	85,157 -20,491	-19%	-$717K	0.04%	491
2015 Q1	$3.54M	Buy	105,648 +77,487	+275%	+$2.52M	0.05%	434
2014 Q4	$945K	Buy	+28,161	New	+$919K	0.01%	901
2014 Q3	–	Sell	-141,518	Closed	-$4.73M	–	1667
2014 Q2	$4.73M	Buy	+141,518	New	+$4.61M	0.05%	440

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

Capital Fund Management (CFM)'s KBE Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.12% in Q2 2026, selling an estimated $7.3K and leaving 97,279 shares worth $6.64M. The position accounts for 0.03% of the portfolio, ranked #780.

Capital Fund Management (CFM) first reported a position in KBE in Q2 2014 and has held it in 24 quarters since. The position peaked at $13.6M in Q2 2017. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Capital Fund Management (CFM) held 97,279 shares of State Street SPDR S&P Bank ETF worth $6.64M as of Q2 2026.
Capital Fund Management (CFM) sold 114 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $7.3K.
State Street SPDR S&P Bank ETF made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #780 holding.
Capital Fund Management (CFM) first reported a position in State Street SPDR S&P Bank ETF in Q2 2014 and has held it in 24 quarters since.
Capital Fund Management (CFM)'s State Street SPDR S&P Bank ETF position peaked at $13.6M in Q2 2017.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.