Accel Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$272K Buy
4,301
+175
+4% +$12K 0.06% 237
2026
Q2
$281K Buy
4,126
+92
+2% +$5.9K 0.06% 237
2026
Q1
$240K Buy
4,034
+261
+7% +$16.2K 0.06% 241
2025
Q4
$229K Buy
+3,773
New +$222K 0.06% 250

Other funds holding KBE

Accel Wealth Management's KBE Position: Q3 2026 in Review

Accel Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 4.2% in Q3 2026, buying an estimated $12K and bringing the position to 4,301 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #237.

Accel Wealth Management first reported a position in KBE in Q4 2025 and has held it in 4 quarters since. The position peaked at $281K in Q2 2026. 152 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • Accel Wealth Management held 4,301 shares of State Street SPDR S&P Bank ETF worth $272K as of Q3 2026.
  • Accel Wealth Management bought 175 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $12K.
  • State Street SPDR S&P Bank ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Accel Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Accel Wealth Management's State Street SPDR S&P Bank ETF position peaked at $281K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.