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

Rockefeller 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	$373K	Buy	5,462 +658	+14%	+$42.2K	﹤0.01%	2246
2026 Q1	$286K	Sell	4,804 -3,349	-41%	-$208K	﹤0.01%	2283
2025 Q4	$495K	Buy	8,153 +1,450	+22%	+$85.4K	﹤0.01%	1908
2025 Q3	$398K	Buy	+6,703	New	+$395K	﹤0.01%	1885
2023 Q3	–	Sell	-9,348	Closed	-$337K	–	1667
2023 Q2	$337K	Buy	9,348 +365	+4%	+$13K	﹤0.01%	1483
2023 Q1	$332K	Sell	8,983 -41,112	-82%	-$1.85M	﹤0.01%	1533
2022 Q4	$2.26M	Buy	50,095 +41,728	+499%	+$1.96M	0.01%	712
2022 Q3	$370K	Buy	8,367 +153	+2%	+$7.27K	﹤0.01%	1385
2022 Q2	$360K	Buy	8,214 +3	+0%	+$143	﹤0.01%	1393
2022 Q1	$429K	Sell	8,211 -1,644	-17%	-$91.7K	﹤0.01%	1380
2021 Q4	$537K	Buy	9,855 +514	+6%	+$28.5K	﹤0.01%	1291
2021 Q3	$494K	Buy	9,341 +10	+0.1%	+$508	﹤0.01%	1267
2021 Q2	$478K	Buy	9,331 +576	+7%	+$30.7K	﹤0.01%	1213
2021 Q1	$454K	Buy	8,755 +4,409	+101%	+$215K	﹤0.01%	1053
2020 Q4	$181K	Hold	4,346	–	–	﹤0.01%	1227
2020 Q3	$127K	Buy	4,346 +51	+1%	+$1.59K	﹤0.01%	1177
2020 Q2	$135K	Sell	4,295 -6,550	-60%	-$198K	﹤0.01%	1067
2020 Q1	$292K	Buy	10,845 +6,480	+148%	+$259K	﹤0.01%	727
2019 Q4	$206K	Buy	4,365 +70	+2%	+$3.17K	﹤0.01%	760
2019 Q3	$185K	Buy	+4,295	New	+$183K	﹤0.01%	647

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

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

Rockefeller Capital Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 14% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,462 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Rockefeller Capital Management first reported a position in KBE in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.26M in Q4 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Rockefeller Capital Management held 5,462 shares of State Street SPDR S&P Bank ETF worth $373K as of Q2 2026.
Rockefeller Capital Management bought 658 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $42.2K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2246 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and has held it in 20 quarters since.
Rockefeller Capital Management's State Street SPDR S&P Bank ETF position peaked at $2.26M in Q4 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.