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	$1.26M	Sell	21,200 -79,500	-79%	-$4.95M	0.01%	1583
2025 Q4	$6.11M	Buy	100,700 +25,200	+33%	+$1.48M	0.02%	1074
2025 Q3	$4.49M	Sell	75,500 -52,200	-41%	-$3.08M	0.01%	1313
2025 Q2	$7.12M	Buy	127,700 +3,700	+3%	+$193K	0.02%	940
2025 Q1	$6.57M	Buy	124,000 +29,600	+31%	+$1.66M	0.02%	877
2024 Q4	$5.24M	Buy	94,400 +66,100	+234%	+$3.77M	0.01%	1053
2024 Q3	$1.5M	Buy	28,300 +9,600	+51%	+$492K	﹤0.01%	1563
2024 Q2	$867K	Sell	18,700 -18,700	-50%	-$851K	﹤0.01%	1649
2024 Q1	$1.76M	Sell	37,400 -66,900	-64%	-$3M	0.01%	1495
2023 Q4	$4.8M	Sell	104,300 -122,700	-54%	-$4.85M	0.01%	1108
2023 Q3	$8.36M	Sell	227,000 -916,400	-80%	-$35.7M	0.03%	698
2023 Q2	$41.2M	Buy	1,143,400 +1,024,700	+863%	+$36.5M	0.17%	160
2023 Q1	$4.4M	Buy	+118,700	New	+$5.34M	0.02%	770
2022 Q1	–	Sell	-14,400	Closed	-$786K	–	1626
2021 Q4	$786K	Sell	14,400 -1,900	-12%	-$105K	0.01%	1350
2021 Q3	$862K	Buy	16,300 +3,000	+23%	+$152K	0.01%	1239
2021 Q2	$683K	Buy	+13,300	New	+$710K	0.01%	1239
2018 Q4	–	Sell	-149,700	Closed	-$6.97M	–	2044
2018 Q3	$6.97M	Sell	149,700 -400	-0.3%	-$19.5K	0.04%	633
2018 Q2	$7.08M	Sell	150,100 -6,600	-4%	-$322K	0.04%	585
2018 Q1	$7.5M	Sell	156,700 -759,500	-83%	-$37.7M	0.05%	533
2017 Q4	$43.4M	Buy	916,200 +150,600	+20%	+$6.93M	0.24%	104
2017 Q3	$34.5M	Sell	765,600 -1,500	-0.2%	-$64.3K	0.25%	114
2017 Q2	$33.4M	Buy	767,100 +455,800	+146%	+$19.4M	0.27%	104
2017 Q1	$13.4M	Buy	+311,300	New	+$13.7M	0.11%	231

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.