North Star Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

North Star Investment 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 Q1	$34.3K	Hold	576	–	–	﹤0.01%	814
2025 Q4	$35K	Hold	576	–	–	﹤0.01%	746
2025 Q3	$34.2K	Hold	576	–	–	﹤0.01%	730
2025 Q2	$32.1K	Sell	576 -115	-17%	-$5.99K	﹤0.01%	722
2025 Q1	$36.6K	Sell	691 -9	-1%	-$504	﹤0.01%	672
2024 Q4	$38.8K	Sell	700 -75,901	-99%	-$4.33M	﹤0.01%	662
2024 Q3	$4.05M	Buy	76,601 +28,908	+61%	+$1.48M	0.28%	92
2024 Q2	$2.21M	Buy	47,693 +1,137	+2%	+$51.8K	0.16%	145
2024 Q1	$2.19M	Sell	46,556 -436	-0.9%	-$19.6K	0.16%	151
2023 Q4	$2.16M	Buy	+46,992	New	+$1.86M	0.17%	144

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

North Star Investment Management's KBE Position: Q1 2026 in Review

North Star Investment Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 576 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

North Star Investment Management first reported a position in KBE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.05M in Q3 2024. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

North Star Investment Management held 576 shares of State Street SPDR S&P Bank ETF worth $34.3K as of Q1 2026.
North Star Investment Management left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #814 holding.
North Star Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and has held it in 10 quarters since.
North Star Investment Management's State Street SPDR S&P Bank ETF position peaked at $4.05M in Q3 2024.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.