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

Viewpoint Capital Management’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	–	Sell	-275	Closed	-$16.4K	–	129
2026 Q1	$16.4K	Hold	275	–	–	0.01%	125
2025 Q4	$16.7K	Hold	275	–	–	0.01%	124
2025 Q3	$16.3K	Hold	275	–	–	0.01%	126
2025 Q2	$15.3K	Hold	275	–	–	0.01%	124
2025 Q1	$14.6K	Hold	275	–	–	0.01%	130
2024 Q4	$15.3K	Hold	275	–	–	0.01%	126
2024 Q3	$14.4K	Hold	275	–	–	0.01%	127
2024 Q2	$12.8K	Hold	275	–	–	0.01%	128
2024 Q1	$13K	Hold	275	–	–	0.01%	124
2023 Q4	$12.7K	Hold	275	–	–	0.01%	122
2023 Q3	$10.1K	Hold	275	–	–	0.01%	118
2023 Q2	$9.9K	Hold	275	–	–	0.01%	118
2023 Q1	$10.2K	Hold	275	–	–	0.01%	109
2022 Q4	$12.4K	Hold	275	–	–	0.01%	106
2022 Q3	$12K	Hold	275	–	–	0.01%	101
2022 Q2	$12K	Hold	275	–	–	0.01%	106
2022 Q1	$14K	Hold	275	–	–	0.01%	106
2021 Q4	$15K	Buy	+275	New	+$15.2K	0.01%	109

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

Viewpoint Capital Management's KBE Position: Q2 2026 in Review

Viewpoint Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 275 shares — an estimated $16.4K sold.

Viewpoint Capital Management first reported a position in KBE in Q4 2021 and held it in 18 quarters. The position peaked at $16.7K in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Viewpoint Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 275 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $16.4K.
Viewpoint Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 18 quarters.
Viewpoint Capital Management's State Street SPDR S&P Bank ETF position peaked at $16.7K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.