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 Q3	$17.4K	Buy	+275	New	+$18.9K	0.01%	127
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

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Viewpoint Capital Management's KBE Position: Q3 2026 in Review

Viewpoint Capital Management opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2026: 275 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #127 among its holdings. This is a return to the name: Viewpoint Capital Management previously reported a position in KBE as recently as Q1 2026.

Viewpoint Capital Management first reported a position in KBE in Q4 2021 and has held it in 19 quarters since. 76 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Viewpoint Capital Management held 275 shares of State Street SPDR S&P Bank ETF worth $17.4K as of Q3 2026.
State Street SPDR S&P Bank ETF was a new Viewpoint Capital Management position in Q3 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Viewpoint Capital Management's portfolio in Q3 2026, its #127 holding.
Viewpoint Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 19 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.