Vima LLC
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Vima LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Vima LLC’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 		$419K Buy
6,625
+145
+2% +$9.9K 0.43% 52
2026
Q2 		$442K Buy
+6,480
New +$415K 0.43% 52
2024
Q3 		$600K Sell
11,352
-522
-4% -$26.7K 1.22% 29
2024
Q2 		$551K Sell
11,874
-1,005
-8% -$45.8K 1.2% 26
2024
Q1 		$477K Buy
12,879
+842
+7% +$37.8K 0.55% 22
2023
Q4 		$554K Buy
+12,037
New +$476K 1.28% 22

Other funds holding KBE

MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
SeaBridge Investment Advisors
SeaBridge Investment Advisors Summit, New Jersey $740M AUM 41.8% 1-Year Est. Return

Vima LLC's KBE Position: Q3 2026 in Review

Vima LLC increased its State Street SPDR S&P Bank ETF (KBE) stake by 2.2% in Q3 2026, buying an estimated $9.9K and bringing the position to 6,625 shares worth $419K. The position accounts for 0.43% of the portfolio, ranked #52.

Vima LLC first reported a position in KBE in Q4 2023 and has held it in 6 quarters since. The position peaked at $600K in Q3 2024. 85 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • Vima LLC held 6,625 shares of State Street SPDR S&P Bank ETF worth $419K as of Q3 2026.
  • Vima LLC bought 145 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $9.9K.
  • State Street SPDR S&P Bank ETF made up 0.43% of Vima LLC's portfolio in Q3 2026, its #52 holding.
  • Vima LLC first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and has held it in 6 quarters since.
  • Vima LLC's State Street SPDR S&P Bank ETF position peaked at $600K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.