Simplex Trading’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Simplex Trading’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	$647K	Sell	9,479 -3,237	-25%	-$207K	﹤0.01%	3293
2026 Q1	$757K	Sell	12,716 -82,948	-87%	-$5.16M	﹤0.01%	2792
2025 Q4	$5.81M	Buy	95,664 +70,294	+277%	+$4.14M	﹤0.01%	1170
2025 Q3	$1.51M	Sell	25,370 -59,234	-70%	-$3.49M	﹤0.01%	2615
2025 Q2	$4.72M	Sell	84,604 -20,864	-20%	-$1.09M	﹤0.01%	1393
2025 Q1	$5.58M	Buy	105,468 +38,478	+57%	+$2.16M	﹤0.01%	1240
2024 Q4	$3.71M	Buy	+66,990	New	+$3.82M	﹤0.01%	1698
2023 Q3	–	Sell	-4,511	Closed	-$162K	–	9235
2023 Q2	$162K	Sell	4,511 -11,220	-71%	-$400K	﹤0.01%	4540
2023 Q1	$583K	Buy	+15,731	New	+$707K	﹤0.01%	3110
2022 Q4	–	Sell	-13,459	Closed	-$596K	–	9800
2022 Q3	$596K	Buy	+13,459	New	+$640K	﹤0.01%	3260
2022 Q1	–	Sell	-8,490	Closed	-$463K	–	10913
2021 Q4	$463K	Buy	+8,490	New	+$470K	﹤0.01%	3922
2021 Q2	–	Sell	-31,318	Closed	–	–	10363
2021 Q1	$0	Buy	31,318 +23,054	+279%	+$1.12M	﹤0.01%	9393
2020 Q4	$345K	Buy	+8,264	New	+$306K	﹤0.01%	3902
2020 Q2	–	Sell	-19,004	Closed	-$512K	–	7972
2020 Q1	$512K	Buy	19,004 +11,054	+139%	+$442K	﹤0.01%	2555
2019 Q4	$375K	Sell	7,950 -4,785	-38%	-$217K	﹤0.01%	3037
2019 Q3	$549K	Sell	12,735 -9,237	-42%	-$394K	﹤0.01%	2527
2019 Q2	$952K	Sell	21,972 -387	-2%	-$16.8K	﹤0.01%	1947
2019 Q1	$933K	Sell	22,359 -11,011	-33%	-$472K	﹤0.01%	2055
2018 Q4	$1.25M	Buy	33,370 +30,835	+1,216%	+$1.31M	﹤0.01%	1457
2018 Q3	$118K	Buy	+2,535	New	+$124K	﹤0.01%	4258
2018 Q2	–	Sell	-7,254	Closed	-$347K	–	7624
2018 Q1	$347K	Buy	+7,254	New	+$361K	0.02%	905
2017 Q4	–	Sell	-15,680	Closed	-$707K	–	6317
2017 Q3	$707K	Buy	15,680 +1,291	+9%	+$55.3K	0.03%	507
2017 Q2	$626K	Sell	14,389 -3,643	-20%	-$155K	0.03%	541
2017 Q1	$775K	Buy	+18,032	New	+$794K	0.03%	473
2016 Q4	–	Sell	-13,484	Closed	-$450K	–	6179
2016 Q3	$450K	Buy	+13,484	New	+$438K	0.03%	560
2016 Q2	–	Sell	-7,903	Closed	-$240K	–	6126
2016 Q1	$240K	Buy	7,903 +7,052	+829%	+$209K	0.02%	768
2015 Q4	$28K	Buy	+851	New	+$29.6K	﹤0.01%	2407
2015 Q3	–	Sell	-326	Closed	-$11K	–	5840
2015 Q2	$11K	Sell	326 -785	-71%	-$27.5K	﹤0.01%	2979
2015 Q1	$37K	Sell	1,111 -1,617	-59%	-$52.6K	﹤0.01%	1791
2014 Q4	$92K	Buy	+2,728	New	+$89K	0.01%	974

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

Simplex Trading's KBE Position: Q2 2026 in Review

Simplex Trading reduced its State Street SPDR S&P Bank ETF (KBE) stake by 25% in Q2 2026, selling an estimated $207K and leaving 9,479 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Simplex Trading first reported a position in KBE in Q4 2014 and has held it in 30 quarters since. The position peaked at $5.81M in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Simplex Trading held 9,479 shares of State Street SPDR S&P Bank ETF worth $647K as of Q2 2026.
Simplex Trading sold 3,237 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $207K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3293 holding.
Simplex Trading first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and has held it in 30 quarters since.
Simplex Trading's State Street SPDR S&P Bank ETF position peaked at $5.81M in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.