Chicago Partners Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Chicago Partners Investment Group’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	$536K	Hold	7,791	–	–	0.01%	961
2026 Q1	$497K	Hold	7,791	–	–	0.01%	891
2025 Q4	$489K	Buy	+7,791	New	+$459K	0.01%	779
2019 Q1	–	Sell	-10,629	Closed	-$423K	–	341
2018 Q4	$423K	Sell	10,629 -283	-3%	-$12K	0.06%	213
2018 Q3	$456K	Buy	10,912 +347	+3%	+$16.9K	0.07%	191
2018 Q2	$498K	Hold	10,565	–	–	0.08%	173
2018 Q1	$506K	Hold	10,565	–	–	0.09%	153
2017 Q4	$500K	Hold	10,565	–	–	0.08%	161
2017 Q3	$476K	Sell	10,565 -9,435	-47%	-$404K	0.08%	159
2017 Q2	$870K	Buy	20,000 +19,435	+3,440%	+$826K	0.23%	80
2017 Q1	$24K	Hold	565	–	–	0.01%	394
2016 Q4	$25K	Hold	565	–	–	0.01%	367
2016 Q3	$19K	Buy	+565	New	+$18.4K	0.01%	368

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

Chicago Partners Investment Group's KBE Position: Q2 2026 in Review

Chicago Partners Investment Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 7,791 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #961.

Chicago Partners Investment Group first reported a position in KBE in Q3 2016 and has held it in 13 quarters since. The position peaked at $870K in Q2 2017. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Chicago Partners Investment Group held 7,791 shares of State Street SPDR S&P Bank ETF worth $536K as of Q2 2026.
Chicago Partners Investment Group left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #961 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2016 and has held it in 13 quarters since.
Chicago Partners Investment Group's State Street SPDR S&P Bank ETF position peaked at $870K in Q2 2017.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.