Creative Financial Designs’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Creative Financial Designs’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	$6.82K	Hold	100	–	–	﹤0.01%	1622
2026 Q1	$5.96K	Hold	100	–	–	﹤0.01%	1543
2025 Q4	$6.07K	Hold	100	–	–	﹤0.01%	1470
2025 Q3	$5.94K	Hold	100	–	–	﹤0.01%	1490
2025 Q2	$5.58K	Hold	100	–	–	﹤0.01%	1497
2025 Q1	$5.3K	Hold	100	–	–	﹤0.01%	1473
2024 Q4	$5.55K	Hold	100	–	–	﹤0.01%	1401
2024 Q3	$5.29K	Hold	100	–	–	﹤0.01%	1362
2024 Q2	$4.64K	Hold	100	–	–	﹤0.01%	1327
2024 Q1	$4.71K	Hold	100	–	–	﹤0.01%	1319
2023 Q4	$4.6K	Hold	100	–	–	﹤0.01%	1278
2023 Q3	$3.69K	Hold	100	–	–	﹤0.01%	1241
2023 Q2	$3.6K	Hold	100	–	–	﹤0.01%	1231
2023 Q1	$3.71K	Hold	100	–	–	﹤0.01%	1178
2022 Q4	$4.51K	Hold	100	–	–	﹤0.01%	1053
2022 Q3	$4K	Sell	100 -100	-50%	-$4.75K	﹤0.01%	1074
2022 Q2	$9K	Sell	200 -300	-60%	-$14.3K	﹤0.01%	886
2022 Q1	$26K	Buy	+500	New	+$27.9K	﹤0.01%	709

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

Creative Financial Designs's KBE Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 100 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Creative Financial Designs first reported a position in KBE in Q1 2022 and has held it in 18 quarters since. The position peaked at $26K in Q1 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Creative Financial Designs held 100 shares of State Street SPDR S&P Bank ETF worth $6.82K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #1622 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's State Street SPDR S&P Bank ETF position peaked at $26K in Q1 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.