SF
KBE icon

Summit Financial’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Summit Financial’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
Q1 		$624K Sell
10,471
-432
-4% -$26.9K 0.01% 935
2025
Q4 		$662K Sell
10,903
-143
-1% -$8.42K 0.01% 799
2025
Q3 		$656K Hold
11,046
– – 0.01% 788
2025
Q2 		$616K Sell
11,046
-1,264
-10% -$65.8K 0.01% 525
2025
Q1 		$652K Buy
12,310
+364
+3% +$20.4K 0.02% 449
2024
Q4 		$663K Sell
11,946
-61
-0.5% -$3.48K 0.02% 392
2024
Q3 		$635K Sell
12,007
-22
-0.2% -$1.13K 0.02% 335
2024
Q2 		$558K Buy
+12,029
New +$548K 0.03% 310
2023
Q3 		– Sell
-7,984
Closed -$287K – 341
2023
Q2 		$287K Buy
+7,984
New +$284K 0.02% 279

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return