Formidable Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Formidable Asset Management’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	$298K	Sell	5,000 -2,000	-29%	-$128K	0.05%	324
2026 Q1	$425K	Hold	7,000	–	–	0.07%	250
2025 Q4	$416K	Hold	7,000	–	–	0.06%	271
2025 Q3	$390K	Hold	7,000	–	–	0.06%	285
2025 Q2	$371K	Hold	7,000	–	–	0.06%	281
2025 Q1	$371K	Hold	7,000	–	–	0.06%	280
2024 Q4	$388K	Hold	7,000	–	–	0.06%	267
2024 Q3	$370K	Hold	7,000	–	–	0.06%	261
2024 Q2	$325K	Sell	7,000 -50	-0.7%	-$2.28K	0.05%	292
2024 Q1	$332K	Sell	7,050 -50	-0.7%	-$2.24K	0.05%	272
2023 Q4	$327K	Hold	7,100	–	–	0.07%	213
2023 Q3	$262K	Hold	7,100	–	–	0.06%	230
2023 Q2	$256K	Hold	7,100	–	–	0.06%	232
2023 Q1	$261K	Buy	7,100 +100	+1%	+$4.5K	0.06%	238
2022 Q4	$316K	Hold	7,000	–	–	0.07%	222
2022 Q3	$331K	Hold	7,000	–	–	0.08%	207
2022 Q2	$307K	Hold	7,000	–	–	0.07%	234
2022 Q1	$366K	Hold	7,000	–	–	0.07%	233
2021 Q4	$400K	Hold	7,000	–	–	0.08%	215
2021 Q3	$370K	Hold	7,000	–	–	0.07%	236
2021 Q2	$342K	Hold	7,000	–	–	0.07%	210
2021 Q1	$366K	Hold	7,000	–	–	0.08%	193
2020 Q4	$290K	Hold	7,000	–	–	0.07%	216
2020 Q3	$214K	Hold	7,000	–	–	0.06%	220
2020 Q2	$218K	Buy	+7,000	New	+$211K	0.06%	227
2020 Q1	–	Sell	-7,000	Closed	-$324K	–	254
2019 Q4	$324K	Hold	7,000	–	–	0.1%	153
2019 Q3	$302K	Hold	7,000	–	–	0.28%	64
2019 Q2	$313K	Buy	+7,000	New	+$304K	0.11%	153
2017 Q4	–	Sell	-7,000	Closed	-$316K	–	163
2017 Q3	$316K	Hold	7,000	–	–	0.13%	150
2017 Q2	$305K	Hold	7,000	–	–	0.15%	118
2017 Q1	$302K	Buy	+7,000	New	+$308K	0.13%	143

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

Formidable Asset Management's KBE Position: Q2 2026 in Review

Formidable Asset Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 29% in Q2 2026, selling an estimated $128K and leaving 5,000 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #324.

Formidable Asset Management first reported a position in KBE in Q1 2017 and has held it in 31 quarters since. The position peaked at $425K in Q1 2026. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Formidable Asset Management held 5,000 shares of State Street SPDR S&P Bank ETF worth $298K as of Q2 2026.
Formidable Asset Management sold 2,000 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $128K.
State Street SPDR S&P Bank ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #324 holding.
Formidable Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and has held it in 31 quarters since.
Formidable Asset Management's State Street SPDR S&P Bank ETF position peaked at $425K in Q1 2026.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.