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 Q1	$1.86M	Sell	31,200 -162,600	-84%	-$10.1M	0.01%	1396
2025 Q4	$11.8M	Sell	193,800 -33,700	-15%	-$1.99M	0.03%	732
2025 Q3	$13.5M	Sell	227,500 -116,800	-34%	-$6.88M	0.04%	683
2025 Q2	$19.2M	Buy	344,300 +60,500	+21%	+$3.15M	0.05%	479
2025 Q1	$15M	Buy	283,800 +244,700	+626%	+$13.7M	0.04%	536
2024 Q4	$2.17M	Buy	39,100 +27,600	+240%	+$1.58M	0.01%	1456
2024 Q3	$608K	Buy	+11,500	New	+$589K	﹤0.01%	1812
2024 Q2	–	Sell	-30,600	Closed	-$1.44M	–	2028
2024 Q1	$1.44M	Sell	30,600 -23,400	-43%	-$1.05M	﹤0.01%	1587
2023 Q4	$2.49M	Sell	54,000 -36,200	-40%	-$1.43M	0.01%	1429
2023 Q3	$3.32M	Sell	90,200 -196,200	-69%	-$7.64M	0.01%	1147
2023 Q2	$10.3M	Buy	286,400 +206,100	+257%	+$7.34M	0.04%	547
2023 Q1	$2.98M	Buy	+80,300	New	+$3.61M	0.01%	927
2022 Q1	–	Sell	-15,400	Closed	-$840K	–	1625
2021 Q4	$840K	Sell	15,400 -11,600	-43%	-$643K	0.01%	1327
2021 Q3	$1.43M	Sell	27,000 -7,200	-21%	-$366K	0.01%	1057
2021 Q2	$1.76M	Buy	34,200 +20,400	+148%	+$1.09M	0.01%	984
2021 Q1	$716K	Buy	+13,800	New	+$672K	0.01%	1052
2018 Q2	–	Sell	-10,500	Closed	-$503K	–	2136
2018 Q1	$503K	Sell	10,500 -125,400	-92%	-$6.23M	﹤0.01%	1457
2017 Q4	$6.43M	Sell	135,900 -3,400	-2%	-$156K	0.04%	585
2017 Q3	$6.28M	Sell	139,300 -4,300	-3%	-$184K	0.05%	474
2017 Q2	$6.25M	Sell	143,600 -11,300	-7%	-$480K	0.05%	416
2017 Q1	$6.66M	Buy	+154,900	New	+$6.82M	0.06%	375

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Fund Management (CFM)'s KBE Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its State Street SPDR S&P Bank ETF (KBE) stake by 440% in Q1 2026, buying an estimated $4.94M and bringing the position to 97,393 shares worth $5.8M. The position accounts for 0.03% of the portfolio, ranked #825.

Capital Fund Management (CFM) first reported a position in KBE in Q2 2014 and has held it in 23 quarters since. The position peaked at $13.6M in Q2 2017. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Capital Fund Management (CFM) held 97,393 shares of State Street SPDR S&P Bank ETF worth $5.8M as of Q1 2026.
Capital Fund Management (CFM) bought 79,357 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $4.94M.
State Street SPDR S&P Bank ETF made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #825 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 23 quarters since.
Capital Fund Management (CFM)'s State Street SPDR S&P Bank ETF position peaked at $13.6M in Q2 2017.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.