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 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

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

Objective Capital Management's KBE Position: Q2 2026 in Review

Objective Capital Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 2.7% in Q2 2026, selling an estimated $12.8K and leaving 7,104 shares worth $485K. The position accounts for 0.43% of the portfolio, ranked #56.

Objective Capital Management first reported a position in KBE in Q4 2021 and has held it in 18 quarters since. The position peaked at $503K in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Objective Capital Management held 7,104 shares of State Street SPDR S&P Bank ETF worth $485K as of Q2 2026.
Objective Capital Management sold 200 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR S&P Bank ETF made up 0.43% of Objective Capital Management's portfolio in Q2 2026, its #56 holding.
Objective Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's State Street SPDR S&P Bank ETF position peaked at $503K in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.