Samalin Investment Counsel’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Samalin Investment Counsel’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	$509K	Buy	7,460 +34	+0.5%	+$2.18K	0.16%	156
2026 Q1	$442K	Buy	7,426 +35	+0.5%	+$2.18K	0.16%	180
2025 Q4	$449K	Sell	7,391 -28	-0.4%	-$1.65K	0.16%	181
2025 Q3	$441K	Buy	7,419 +38	+0.5%	+$2.24K	0.15%	190
2025 Q2	$412K	Buy	7,381 +41	+0.6%	+$2.13K	0.16%	200
2025 Q1	$389K	Buy	7,340 +1,043	+17%	+$58.4K	0.16%	195
2024 Q4	$349K	Buy	6,297 +30	+0.5%	+$1.71K	0.15%	202
2024 Q3	$331K	Sell	6,267 -322	-5%	-$16.5K	0.14%	209
2024 Q2	$306K	Sell	6,589 -1,877	-22%	-$85.5K	0.14%	213
2024 Q1	$399K	Sell	8,466 -324	-4%	-$14.5K	0.19%	180
2023 Q4	$405K	Sell	8,790 -201	-2%	-$7.95K	0.2%	169
2023 Q3	$331K	Sell	8,991 -1,072	-11%	-$41.8K	0.19%	164
2023 Q2	$362K	Sell	10,063 -1,750	-15%	-$62.3K	0.2%	146
2023 Q1	$438K	Buy	11,813 +266	+2%	+$12K	0.26%	111
2022 Q4	$521K	Buy	11,547 +185	+2%	+$8.68K	0.33%	92
2022 Q3	$503K	Buy	11,362 +651	+6%	+$30.9K	0.37%	82
2022 Q2	$470K	Buy	10,711 +51	+0.5%	+$2.42K	0.33%	93
2022 Q1	$558K	Buy	10,660 +49	+0.5%	+$2.73K	0.34%	83
2021 Q4	$579K	Buy	10,611 +51	+0.5%	+$2.83K	0.35%	85
2021 Q3	$559K	Buy	10,560 +42	+0.4%	+$2.13K	0.36%	81
2021 Q2	$540K	Sell	10,518 -1,312	-11%	-$70K	0.35%	91
2021 Q1	$613K	Buy	11,830 +59	+0.5%	+$2.88K	0.41%	75
2020 Q4	$492K	Sell	11,771 -2,033	-15%	-$75.3K	0.37%	82
2020 Q3	$407K	Buy	13,804 +1,047	+8%	+$32.6K	0.36%	89
2020 Q2	$402K	Buy	12,757 +1,956	+18%	+$59K	0.42%	69
2020 Q1	$291K	Buy	10,801 +41	+0.4%	+$1.64K	0.39%	80
2019 Q4	$508K	Buy	+10,760	New	+$488K	0.43%	58

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

Samalin Investment Counsel's KBE Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.46% in Q2 2026, buying an estimated $2.18K and bringing the position to 7,460 shares worth $509K. The position accounts for 0.16% of the portfolio, ranked #156.

Samalin Investment Counsel first reported a position in KBE in Q4 2019 and has held it in 27 quarters since. The position peaked at $613K in Q1 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Samalin Investment Counsel held 7,460 shares of State Street SPDR S&P Bank ETF worth $509K as of Q2 2026.
Samalin Investment Counsel bought 34 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $2.18K.
State Street SPDR S&P Bank ETF made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #156 holding.
Samalin Investment Counsel first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 27 quarters since.
Samalin Investment Counsel's State Street SPDR S&P Bank ETF position peaked at $613K in Q1 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.