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

Curi RMB 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
2019 Q4	–	Sell	-880,000	Closed	-$38M	–	705
2019 Q3	$38M	Buy	+880,000	New	+$37.5M	1%	8
2019 Q1	–	Sell	-2,509,900	Closed	-$93.7M	–	858
2018 Q4	$93.7M	Buy	2,509,900 +2,041,900	+436%	+$86.6M	2.39%	4
2018 Q3	$21.8M	Hold	468,000	–	–	0.52%	48
2018 Q2	$22.1M	Buy	468,000 +249,000	+114%	+$12.2M	0.53%	43
2018 Q1	$10.5M	Buy	219,000 +80,000	+58%	+$3.98M	0.27%	106
2017 Q4	$6.58M	Sell	139,000 -405,000	-74%	-$18.6M	0.17%	170
2017 Q3	$24.5M	Buy	544,000 +432,000	+386%	+$18.5M	0.63%	22
2017 Q2	$4.87M	Sell	112,000 -80,000	-42%	-$3.4M	0.14%	223
2017 Q1	$8.25M	Buy	192,000 +30,000	+19%	+$1.32M	0.34%	84
2016 Q4	$7.04M	Buy	162,000 +4,000	+3%	+$155K	0.38%	84
2016 Q3	$5.27M	Sell	158,000 -222,000	-58%	-$7.22M	0.29%	107
2016 Q2	$11.6M	Buy	380,000 +174,500	+85%	+$5.53M	0.61%	48
2016 Q1	$6.24M	Buy	+205,500	New	+$6.09M	0.41%	78

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

Curi RMB Capital's KBE Position: Q1 2026 in Review

Curi RMB Capital held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 14,587 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #470.

Curi RMB Capital first reported a position in KBE in Q2 2015 and has held it in 37 quarters since. The position peaked at $1.71M in Q4 2016. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Curi RMB Capital held 14,587 shares of State Street SPDR S&P Bank ETF worth $869K as of Q1 2026.
Curi RMB Capital left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #470 holding.
Curi RMB Capital first reported a position in State Street SPDR S&P Bank ETF in Q2 2015 and has held it in 37 quarters since.
Curi RMB Capital's State Street SPDR S&P Bank ETF position peaked at $1.71M in Q4 2016.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.