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

SummitTX Capital’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	$1.59M	Buy	23,262 +5,839	+34%	+$374K	0.04%	374
2026 Q1	$1.04M	Buy	+17,423	New	+$1.08M	0.03%	440

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

SummitTX Capital's KBE Position: Q2 2026 in Review

SummitTX Capital increased its State Street SPDR S&P Bank ETF (KBE) stake by 34% in Q2 2026, buying an estimated $374K and bringing the position to 23,262 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #374.

SummitTX Capital first reported a position in KBE in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

SummitTX Capital held 23,262 shares of State Street SPDR S&P Bank ETF worth $1.59M as of Q2 2026.
SummitTX Capital bought 5,839 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $374K.
State Street SPDR S&P Bank ETF made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #374 holding.
SummitTX Capital first reported a position in State Street SPDR S&P Bank ETF in Q1 2026 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.