No House member has disclosed a KBE trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.7 | -4.0 | -2.5 | 7.8 | -1.1 | 7.4 | 2.1 | -2.6 | -6.8 | 0.3 | +4.4% | ||
| 2025 | 6.1 | -2.6 | -7.6 | -4.4 | 5.1 | 4.8 | 0.8 | 8.6 | -2.7 | -4.5 | 3.9 | 2.9 | +9.4% |
| 2024 | -2.7 | -0.8 | 6.0 | -5.9 | 4.3 | 0.3 | 16.3 | -0.2 | -1.8 | 3.3 | 13.2 | -10.3 | +20.5% |
| 2023 | 8.0 | -1.0 | -23.2 | -1.2 | -7.0 | 5.7 | 16.6 | -6.9 | -5.7 | -4.2 | 14.2 | 14.1 | +1.9% |
| 2022 | 0.9 | 2.9 | -7.5 | -10.1 | 4.5 | -10.8 | 10.6 | -1.8 | -7.1 | 9.6 | 2.0 | -8.8 | −17.2% |
| 2021 | 2.2 | 16.4 | 4.3 | 3.4 | 2.5 | -6.7 | -3.6 | 5.4 | 1.5 | 4.6 | -3.0 | 1.7 | +30.5% |
| 2020 | -6.6 | -12.3 | -30.4 | 16.1 | 0.4 | 0.3 | -1.5 | 2.6 | -7.7 | 12.6 | 16.5 | 8.3 | −11.6% |
| 2019 | 14.1 | 6.2 | -7.7 | 8.9 | -10.0 | 5.9 | 3.3 | -8.5 | 5.4 | 2.2 | 4.7 | 2.3 | +26.6% |
| 2018 | 6.0 | -1.8 | -2.9 | 0.1 | 1.6 | -3.2 | 2.4 | 2.3 | -5.8 | -8.0 | 3.5 | -15.8 | −21.1% |
| 2017 | -0.1 | 3.9 | -4.8 | -0.8 | -3.5 | 5.8 | -0.4 | -3.7 | 8.1 | 1.2 | 4.0 | -0.2 | +8.9% |
| 2016 | -12.6 | -4.2 | 7.2 | 6.8 | 3.1 | -8.9 | 4.4 | 7.3 | -2.3 | 3.9 | 18.7 | 5.6 | +28.5% |
| 2015 | -9.6 | 9.1 | 1.3 | 1.2 | 2.9 | 3.9 | -0.4 | -6.4 | -1.7 | 3.8 | 5.5 | -7.0 | +0.8% |
| 2014 | -3.8 | 3.4 | 3.2 | -5.8 | -0.4 | 4.7 | -4.4 | 2.1 | -2.2 | 3.6 | 0.3 | 1.2 | +1.1% |
| 2013 | 6.9 | 2.0 | 3.6 | -2.0 | 7.3 | 1.3 | 8.8 | -4.3 | 0.5 | 4.0 | 4.5 | 1.6 | +39.2% |
| 2012 | 6.5 | 5.5 | 7.0 | -2.5 | -6.7 | 1.6 | -1.5 | 4.0 | 3.9 | 0.7 | -1.6 | 2.4 | +20.2% |
| 2011 | 1.6 | 0.7 | -2.6 | -0.8 | -2.6 | -3.8 | -4.6 | -13.0 | -11.9 | 12.7 | -2.8 | 3.2 | −23.5% |
| 2010 | 9.1 | 1.8 | 9.8 | 7.2 | -10.4 | -7.6 | 5.7 | -10.7 | 6.3 | -1.6 | -1.5 | 16.4 | +22.4% |
| 2009 | -35.1 | -14.7 | 13.8 | 17.8 | 15.5 | -4.3 | 11.4 | 17.1 | -0.8 | -10.3 | 5.6 | -4.2 | −3.8% |
| 2008 | 6.9 | -12.4 | -4.8 | 5.0 | -7.9 | -23.7 | 13.8 | 0.6 | 2.5 | -13.6 | -18.3 | -7.2 | −49.5% |
| 2007 | 0.5 | -1.3 | -1.7 | 1.5 | 1.5 | -5.2 | -6.9 | 1.4 | 0.0 | -2.6 | -5.5 | -9.6 | −25.2% |
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks segment of the S&P Total Market Index (“S&P TMI”). The S&P TMI is designed to track the broad U.S. equity market. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds.