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

LOM 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	$2.26M	Sell	33,175 -75	-0.2%	-$4.8K	0.58%	59
2026 Q1	$1.98M	Sell	33,250 -1,446	-4%	-$90K	0.57%	66
2025 Q4	$2.11M	Sell	34,696 -915	-3%	-$53.9K	0.61%	53
2025 Q3	$2.12M	Sell	35,611 -140	-0.4%	-$8.25K	0.65%	50
2025 Q2	$1.99M	Buy	+35,751	New	+$1.86M	0.67%	50

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

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

LOM Asset Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.23% in Q2 2026, selling an estimated $4.8K and leaving 33,175 shares worth $2.26M. The position accounts for 0.58% of the portfolio, ranked #59.

LOM Asset Management first reported a position in KBE in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

LOM Asset Management held 33,175 shares of State Street SPDR S&P Bank ETF worth $2.26M as of Q2 2026.
LOM Asset Management sold 75 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $4.8K.
State Street SPDR S&P Bank ETF made up 0.58% of LOM Asset Management's portfolio in Q2 2026, its #59 holding.
LOM Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 5 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.