Forum Financial Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Forum Financial 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	$1.16M	Sell	17,056 -38	-0.2%	-$2.44K	0.01%	123
2026 Q1	$1.02M	Buy	17,094 +42	+0.2%	+$2.61K	0.01%	122
2025 Q4	$1.03M	Sell	17,052 -3	-0%	-$177	0.01%	245
2025 Q3	$1.01M	Buy	17,055 +46	+0.3%	+$2.71K	0.01%	230
2025 Q2	$948K	Buy	17,009 +26	+0.2%	+$1.35K	0.01%	226
2025 Q1	$899K	Buy	16,983 +4	+0%	+$224	0.01%	223
2024 Q4	$942K	Buy	+16,979	New	+$969K	0.02%	217

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

Forum Financial Management's KBE Position: Q2 2026 in Review

Forum Financial Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.22% in Q2 2026, selling an estimated $2.44K and leaving 17,056 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #123.

Forum Financial Management first reported a position in KBE in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Forum Financial Management held 17,056 shares of State Street SPDR S&P Bank ETF worth $1.16M as of Q2 2026.
Forum Financial Management sold 38 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $2.44K.
State Street SPDR S&P Bank ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #123 holding.
Forum Financial Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.