Courier Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Courier Capital’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 Q3	$797K	Buy	12,609 +1,863	+17%	+$128K	0.04%	241
2026 Q2	$733K	Sell	10,746 -38	-0.4%	-$2.44K	0.04%	242
2026 Q1	$642K	Buy	10,784 +6,485	+151%	+$404K	0.04%	246
2025 Q4	$261K	Sell	4,299 -74	-2%	-$4.36K	0.01%	344
2025 Q3	$260K	Hold	4,373	–	–	0.01%	351
2025 Q2	$244K	Hold	4,373	–	–	0.01%	351
2025 Q1	$232K	Hold	4,373	–	–	0.02%	345
2024 Q4	$243K	Sell	4,373 -18	-0.4%	-$1.03K	0.02%	332
2024 Q3	$232K	Buy	4,391 +18	+0.4%	+$922	0.02%	332
2024 Q2	$203K	Sell	4,373 -1,041	-19%	-$47.4K	0.02%	332
2024 Q1	$255K	Sell	5,414 -66	-1%	-$2.96K	0.02%	316
2023 Q4	$252K	Buy	5,480 +36	+0.7%	+$1.42K	0.02%	317
2023 Q3	$201K	Sell	5,444 -73,612	-93%	-$2.87M	0.02%	335
2023 Q2	$2.85M	Buy	+79,056	New	+$2.82M	0.22%	98

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Courier Capital's KBE Position: Q3 2026 in Review

Courier Capital increased its State Street SPDR S&P Bank ETF (KBE) stake by 17% in Q3 2026, buying an estimated $128K and bringing the position to 12,609 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #241.

Courier Capital first reported a position in KBE in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.85M in Q2 2023. 76 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Courier Capital held 12,609 shares of State Street SPDR S&P Bank ETF worth $797K as of Q3 2026.
Courier Capital bought 1,863 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $128K.
State Street SPDR S&P Bank ETF made up 0.04% of Courier Capital's portfolio in Q3 2026, its #241 holding.
Courier Capital first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 14 quarters since.
Courier Capital's State Street SPDR S&P Bank ETF position peaked at $2.85M in Q2 2023.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.