L.J. Altfest & Co’s State Street SPDR S&P Bank ETF KBE Stock Holding History

L.J. Altfest & Co’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	$971K	Buy	14,232 +393	+3%	+$25.2K	0.09%	138
2026 Q1	$824K	Buy	13,839 +98	+0.7%	+$6.1K	0.09%	162
2025 Q4	$834K	Sell	13,741 -661	-5%	-$38.9K	0.09%	154
2025 Q3	$856K	Buy	14,402 +5,661	+65%	+$334K	0.1%	148
2025 Q2	$487K	Sell	8,741 -7,737	-47%	-$403K	0.06%	219
2025 Q1	$873K	Sell	16,478 -263,804	-94%	-$14.8M	0.11%	131
2024 Q4	$15.5M	Sell	280,282 -1,913	-0.7%	-$109K	1.98%	17
2024 Q3	$14.9M	Buy	282,195 +85,713	+44%	+$4.39M	1.99%	14
2024 Q2	$9.12M	Sell	196,482 -1,853	-0.9%	-$84.4K	1.25%	23
2024 Q1	$9.34M	Sell	198,335 -2,917	-1%	-$131K	1.32%	22
2023 Q4	$9.26M	Buy	+201,252	New	+$7.96M	1.34%	20
2018 Q4	–	Sell	-40,394	Closed	-$1.88M	–	170
2018 Q3	$1.88M	Sell	40,394 -330	-0.8%	-$16.1K	0.55%	33
2018 Q2	$1.92M	Sell	40,724 -12,328	-23%	-$602K	0.72%	28
2018 Q1	$2.54M	Sell	53,052 -83	-0.2%	-$4.13K	1.1%	19
2017 Q4	$2.52M	Sell	53,135 -1,512	-3%	-$69.6K	0.96%	19
2017 Q3	$2.46M	Buy	+54,647	New	+$2.34M	1.2%	16

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

L.J. Altfest & Co's KBE Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR S&P Bank ETF (KBE) stake by 2.8% in Q2 2026, buying an estimated $25.2K and bringing the position to 14,232 shares worth $971K. The position accounts for 0.09% of the portfolio, ranked #138.

L.J. Altfest & Co first reported a position in KBE in Q3 2017 and has held it in 16 quarters since. The position peaked at $15.5M in Q4 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

L.J. Altfest & Co held 14,232 shares of State Street SPDR S&P Bank ETF worth $971K as of Q2 2026.
L.J. Altfest & Co bought 393 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $25.2K.
State Street SPDR S&P Bank ETF made up 0.09% of L.J. Altfest & Co's portfolio in Q2 2026, its #138 holding.
L.J. Altfest & Co first reported a position in State Street SPDR S&P Bank ETF in Q3 2017 and has held it in 16 quarters since.
L.J. Altfest & Co's State Street SPDR S&P Bank ETF position peaked at $15.5M in Q4 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.