CX Institutional’s State Street SPDR S&P Bank ETF KBE Stock Holding History

CX Institutional’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	$626K	Buy	9,178 +8,692	+1,788%	+$557K	0.02%	413
2026 Q1	$29K	Sell	486 -82	-14%	-$5.1K	﹤0.01%	1062
2025 Q4	$34K	Sell	568 -6,895	-92%	-$406K	﹤0.01%	1029
2025 Q3	$443K	Buy	7,463 +5,937	+389%	+$350K	0.01%	464
2025 Q2	$85K	Sell	1,526 -644	-30%	-$33.5K	﹤0.01%	785
2025 Q1	$115K	Buy	+2,170	New	+$122K	﹤0.01%	725
2024 Q4	–	Sell	-6,420	Closed	-$340K	–	567
2024 Q3	$340K	Buy	+6,420	New	+$329K	0.02%	443
2024 Q1	–	Sell	-4,876	Closed	-$224K	–	560
2023 Q4	$224K	Sell	4,876 -4,446	-48%	-$176K	0.01%	465
2023 Q3	$344K	Sell	9,322 -1,057	-10%	-$41.2K	0.02%	378
2023 Q2	$374K	Buy	+10,379	New	+$370K	0.02%	391
2023 Q1	–	Sell	-12,189	Closed	-$550K	–	536
2022 Q4	$550K	Buy	+12,189	New	+$572K	0.03%	357
2022 Q3	–	Sell	-209	Closed	-$9K	–	827
2022 Q2	$9K	Sell	209 -61,475	-100%	-$2.92M	﹤0.01%	964
2022 Q1	$3.23M	Buy	61,684 +44,683	+263%	+$2.49M	0.26%	106
2021 Q4	$928K	Buy	+17,001	New	+$942K	0.07%	206
2020 Q3	–	Sell	-60	Closed	-$2K	–	899
2020 Q2	$2K	Sell	60 -51,890	-100%	-$1.57M	﹤0.01%	750
2020 Q1	$1.4M	Buy	51,950 +40,772	+365%	+$1.63M	0.23%	106
2019 Q4	$529K	Buy	11,178 +217	+2%	+$9.83K	0.09%	150
2019 Q3	$473K	Buy	+10,961	New	+$467K	0.08%	168

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

CX Institutional's KBE Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR S&P Bank ETF (KBE) stake by 1,788% in Q2 2026, buying an estimated $557K and bringing the position to 9,178 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #413.

CX Institutional first reported a position in KBE in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

CX Institutional held 9,178 shares of State Street SPDR S&P Bank ETF worth $626K as of Q2 2026.
CX Institutional bought 8,692 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $557K.
State Street SPDR S&P Bank ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #413 holding.
CX Institutional first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and has held it in 18 quarters since.
CX Institutional's State Street SPDR S&P Bank ETF position peaked at $3.23M in Q1 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.