Objective Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Objective Capital 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 Q3	$449K	Hold	7,104	–	–	0.4%	58
2026 Q2	$485K	Sell	7,104 -200	-3%	-$12.8K	0.43%	56
2026 Q1	$435K	Hold	7,304	–	–	0.44%	57
2025 Q4	$443K	Hold	7,304	–	–	0.45%	53
2025 Q3	$434K	Hold	7,304	–	–	0.45%	50
2025 Q2	$407K	Sell	7,304 -250	-3%	-$13K	0.46%	51
2025 Q1	$400K	Hold	7,554	–	–	0.51%	49
2024 Q4	$419K	Hold	7,554	–	–	0.28%	72
2024 Q3	$400K	Buy	+7,554	New	+$387K	0.23%	92
2024 Q1	$396K	Hold	8,414	–	–	0.27%	81
2023 Q4	$387K	Hold	8,414	–	–	0.3%	71
2023 Q3	$310K	Hold	8,414	–	–	0.28%	76
2023 Q2	$303K	Sell	8,414 -500	-6%	-$17.8K	0.26%	72
2023 Q1	$330K	Hold	8,914	–	–	0.3%	68
2022 Q4	$402K	Sell	8,914 -300	-3%	-$14.1K	0.4%	58
2022 Q3	$408K	Hold	9,214	–	–	0.44%	53
2022 Q2	$404K	Hold	9,214	–	–	0.41%	59
2022 Q1	$482K	Hold	9,214	–	–	0.37%	63
2021 Q4	$503K	Buy	+9,214	New	+$511K	0.36%	61

Other funds holding KBE

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Objective Capital Management's KBE Position: Q3 2026 in Review

Objective Capital Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q3 2026 at 7,104 shares worth $449K. The position accounts for 0.4% of the portfolio, ranked #58.

Objective Capital Management first reported a position in KBE in Q4 2021 and has held it in 19 quarters since. The position peaked at $503K in Q4 2021. 29 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Objective Capital Management held 7,104 shares of State Street SPDR S&P Bank ETF worth $449K as of Q3 2026.
Objective Capital Management left its State Street SPDR S&P Bank ETF share count unchanged in Q3 2026.
State Street SPDR S&P Bank ETF made up 0.4% of Objective Capital Management's portfolio in Q3 2026, its #58 holding.
Objective Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 19 quarters since.
Objective Capital Management's State Street SPDR S&P Bank ETF position peaked at $503K in Q4 2021.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.