Migdal Insurance & Financial Holdings’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Migdal Insurance & Financial Holdings’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	$1.86M	Buy	+27,250	New	+$1.75M	0.01%	118
2024 Q1	–	Sell	-780,000	Closed	-$35.9M	–	415
2023 Q4	$35.9M	Buy	+780,000	New	+$30.9M	0.72%	35
2023 Q3	–	Sell	-2,420,000	Closed	-$87.1M	–	512
2023 Q2	$87.1M	Buy	+2,420,000	New	+$86.2M	2.01%	11
2021 Q2	–	Sell	-6,392,713	Closed	-$332M	–	631
2021 Q1	$332M	Buy	6,392,713 +2,156,850	+51%	+$105M	3.34%	3
2020 Q4	$177M	Buy	+4,235,863	New	+$157M	2.09%	12
2020 Q3	–	Sell	-1,837,500	Closed	-$58M	–	729
2020 Q2	$58M	Buy	+1,837,500	New	+$55.5M	0.94%	30
2016 Q1	–	Sell	-3,280,795	Closed	-$111M	–	124
2015 Q4	$111M	Buy	+3,280,795	New	+$114M	3.16%	7

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

Migdal Insurance & Financial Holdings's KBE Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 27,250 shares worth $1.86M. The stake represents 0.01% of the portfolio and ranks #118 among its holdings. This is a return to the name: Migdal Insurance & Financial Holdings previously reported a position in KBE as recently as Q4 2023.

Migdal Insurance & Financial Holdings first reported a position in KBE in Q4 2015 and has held it in 7 quarters since. The position peaked at $332M in Q1 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Migdal Insurance & Financial Holdings held 27,250 shares of State Street SPDR S&P Bank ETF worth $1.86M as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Migdal Insurance & Financial Holdings position in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #118 holding.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and has held it in 7 quarters since.
Migdal Insurance & Financial Holdings's State Street SPDR S&P Bank ETF position peaked at $332M in Q1 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.