Crescent Grove Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Crescent Grove Advisors’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	$304K	Hold	4,463	–	–	0.03%	238
2026 Q1	$266K	Hold	4,463	–	–	0.03%	251
2025 Q4	$271K	Hold	4,463	–	–	0.03%	247
2025 Q3	$265K	Hold	4,463	–	–	0.03%	253
2025 Q2	$249K	Hold	4,463	–	–	0.02%	250
2025 Q1	$236K	Hold	4,463	–	–	0.02%	240
2024 Q4	$248K	Sell	4,463 -503	-10%	-$28.7K	0.02%	246
2024 Q3	$263K	Sell	4,966 -188	-4%	-$9.63K	0.03%	239
2024 Q2	$239K	Hold	5,154	–	–	0.03%	247
2024 Q1	$243K	Hold	5,154	–	–	0.03%	273
2023 Q4	$237K	Buy	+5,154	New	+$204K	0.03%	260
2023 Q1	–	Sell	-5,154	Closed	-$233K	–	287
2022 Q4	$233K	Sell	5,154 -3,854	-43%	-$181K	0.02%	251
2022 Q3	$399K	Buy	9,008 +1,548	+21%	+$73.6K	0.05%	172
2022 Q2	$327K	Buy	7,460 +703	+10%	+$33.4K	0.03%	199
2022 Q1	$354K	Buy	6,757 +1,048	+18%	+$58.5K	0.03%	206
2021 Q4	$311K	Buy	5,709 +1,909	+50%	+$106K	0.03%	229
2021 Q3	$201K	Buy	+3,800	New	+$193K	0.02%	255
2020 Q1	–	Sell	-37,113	Closed	-$1.75M	–	154
2019 Q4	$1.75M	Buy	37,113 +31,138	+521%	+$1.41M	0.3%	51
2019 Q3	$258K	Sell	5,975 -86	-1%	-$3.67K	0.05%	129
2019 Q2	$263K	Sell	6,061 -2,837	-32%	-$123K	0.05%	128
2019 Q1	$372K	Sell	8,898 -12,974	-59%	-$556K	0.08%	102
2018 Q4	$817K	Sell	21,872 -9,779	-31%	-$415K	0.17%	73
2018 Q3	$1.47M	Sell	31,651 -13,276	-30%	-$647K	0.32%	42
2018 Q2	$2.12M	Buy	44,927 +13,100	+41%	+$640K	0.53%	36
2018 Q1	$1.52M	Buy	31,827 +14,107	+80%	+$701K	0.37%	41
2017 Q4	$839K	Buy	17,720 +896	+5%	+$41.2K	0.21%	59
2017 Q3	$759K	Sell	16,824 -1,641	-9%	-$70.3K	0.19%	61
2017 Q2	$804K	Buy	+18,465	New	+$785K	0.23%	57

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

Crescent Grove Advisors's KBE Position: Q2 2026 in Review

Crescent Grove Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 4,463 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #238.

Crescent Grove Advisors first reported a position in KBE in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.12M in Q2 2018. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Crescent Grove Advisors held 4,463 shares of State Street SPDR S&P Bank ETF worth $304K as of Q2 2026.
Crescent Grove Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #238 holding.
Crescent Grove Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and has held it in 28 quarters since.
Crescent Grove Advisors's State Street SPDR S&P Bank ETF position peaked at $2.12M in Q2 2018.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.