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 Q2	$295K	Buy	4,324 +3,748	+651%	+$240K	0.02%	461
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 $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

North Star Investment Management's KBE Position: Q2 2026 in Review

North Star Investment Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 651% in Q2 2026, buying an estimated $240K and bringing the position to 4,324 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #461.

North Star Investment Management first reported a position in KBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.05M in Q3 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

North Star Investment Management held 4,324 shares of State Street SPDR S&P Bank ETF worth $295K as of Q2 2026.
North Star Investment Management bought 3,748 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $240K.
State Street SPDR S&P Bank ETF made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #461 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 11 quarters since.
North Star Investment Management's State Street SPDR S&P Bank ETF position peaked at $4.05M in Q3 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.