Grimes & Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Grimes & Company’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	$242K	Buy	3,540 +16	+0.5%	+$1.02K	0.01%	411
2026 Q1	$210K	Buy	3,524 +19	+0.5%	+$1.18K	0.01%	408
2025 Q4	$213K	Buy	3,505 +21	+0.6%	+$1.24K	0.01%	429
2025 Q3	$207K	Buy	+3,484	New	+$205K	0.01%	434
2020 Q1	–	Sell	-4,782	Closed	-$226K	–	253
2019 Q4	$226K	Hold	4,782	–	–	0.01%	242
2019 Q3	$206K	Hold	4,782	–	–	0.01%	241
2019 Q2	$207K	Buy	+4,782	New	+$208K	0.02%	234
2018 Q4	–	Sell	-4,827	Closed	-$225K	–	242
2018 Q3	$225K	Hold	4,827	–	–	0.02%	221
2018 Q2	$228K	Hold	4,827	–	–	0.02%	213
2018 Q1	$231K	Buy	+4,827	New	+$240K	0.02%	208

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

Grimes & Company's KBE Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.45% in Q2 2026, buying an estimated $1.02K and bringing the position to 3,540 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #411.

Grimes & Company first reported a position in KBE in Q1 2018 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Grimes & Company held 3,540 shares of State Street SPDR S&P Bank ETF worth $242K as of Q2 2026.
Grimes & Company bought 16 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.02K.
State Street SPDR S&P Bank ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #411 holding.
Grimes & Company first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.