Jim Simons’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Jim Simons’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	$5.86M	Buy	85,854 +50,754	+145%	+$3.25M	0.01%	1371
2026 Q1	$2.09M	Buy	+35,100	New	+$2.18M	﹤0.01%	1873
2025 Q4	–	Sell	-30,100	Closed	-$1.79M	–	3516
2025 Q3	$1.79M	Buy	30,100 +2,500	+9%	+$147K	﹤0.01%	2145
2025 Q2	$1.54M	Buy	+27,600	New	+$1.44M	﹤0.01%	2274
2020 Q3	–	Sell	-22,500	Closed	-$710K	–	3526
2020 Q2	$710K	Buy	22,500 +11,300	+101%	+$341K	﹤0.01%	2721
2020 Q1	$302K	Buy	+11,200	New	+$448K	﹤0.01%	2979

Other funds holding KBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Jim Simons's KBE Position: Q2 2026 in Review

Jim Simons increased its State Street SPDR S&P Bank ETF (KBE) stake by 145% in Q2 2026, buying an estimated $3.25M and bringing the position to 85,854 shares worth $5.86M. The position accounts for 0.01% of the portfolio, ranked #1371.

Jim Simons first reported a position in KBE in Q1 2020 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Jim Simons held 85,854 shares of State Street SPDR S&P Bank ETF worth $5.86M as of Q2 2026.
Jim Simons bought 50,754 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $3.25M.
State Street SPDR S&P Bank ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1371 holding.
Jim Simons first reported a position in State Street SPDR S&P Bank ETF in Q1 2020 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.