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

Capital Investment Advisory Services’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	$29.8K	Hold	500	–	–	﹤0.01%	943
2025 Q4	$30.3K	Sell	500 -460	-48%	-$27.1K	﹤0.01%	911
2025 Q3	$57K	Hold	960	–	–	﹤0.01%	756
2025 Q2	$53.5K	Buy	960 +500	+109%	+$26K	﹤0.01%	737
2025 Q1	$24.4K	Buy	+460	New	+$25.8K	﹤0.01%	796
2022 Q1	–	Sell	-190	Closed	-$10K	–	859
2021 Q4	$10K	Hold	190	–	–	﹤0.01%	729
2021 Q3	$10K	Hold	190	–	–	﹤0.01%	685
2021 Q2	$10K	Hold	190	–	–	﹤0.01%	711
2021 Q1	$10K	Buy	+190	New	+$9.26K	﹤0.01%	657
2020 Q4	–	Sell	-62	Closed	-$2K	–	709
2020 Q3	$2K	Buy	+62	New	+$1.93K	﹤0.01%	606

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 Investment Advisory Services's KBE Position: Q1 2026 in Review

Capital Investment Advisory Services held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 500 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Capital Investment Advisory Services first reported a position in KBE in Q3 2020 and has held it in 10 quarters since. The position peaked at $57K in Q3 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Capital Investment Advisory Services held 500 shares of State Street SPDR S&P Bank ETF worth $29.8K as of Q1 2026.
Capital Investment Advisory Services left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #943 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and has held it in 10 quarters since.
Capital Investment Advisory Services's State Street SPDR S&P Bank ETF position peaked at $57K in Q3 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.