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 Q2	$743K	Buy	10,885 +414	+4%	+$26.5K	0.01%	953
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 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

Summit Financial's KBE Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR S&P Bank ETF (KBE) stake by 4% in Q2 2026, buying an estimated $26.5K and bringing the position to 10,885 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #953.

Summit Financial first reported a position in KBE in Q2 2023 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Summit Financial held 10,885 shares of State Street SPDR S&P Bank ETF worth $743K as of Q2 2026.
Summit Financial bought 414 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $26.5K.
State Street SPDR S&P Bank ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #953 holding.
Summit Financial first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.