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 Q3	$28K	Sell	442 -8,736	-95%	-$599K	﹤0.01%	1154
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%	+$9.8K	0.09%	150
2019 Q3	$473K	Buy	+10,961	New	+$467K	0.08%	168

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 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

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

CX Institutional's KBE Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR S&P Bank ETF (KBE) stake by 95% in Q3 2026, selling an estimated $599K and leaving 442 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

CX Institutional first reported a position in KBE in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.23M in Q1 2022. 42 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

CX Institutional held 442 shares of State Street SPDR S&P Bank ETF worth $28K as of Q3 2026.
CX Institutional sold 8,736 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $599K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1154 holding.
CX Institutional first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and has held it in 19 quarters since.
CX Institutional's State Street SPDR S&P Bank ETF position peaked at $3.23M in Q1 2022.
42 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.