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

Accel Wealth 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 		$281K Buy
4,126
+92
+2% +$5.89K 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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Accel Wealth Management's KBE Position: Q2 2026 in Review

Accel Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 2.3% in Q2 2026, buying an estimated $5.89K and bringing the position to 4,126 shares worth $281K. 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 3 quarters since. 87 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Accel Wealth Management held 4,126 shares of State Street SPDR S&P Bank ETF worth $281K as of Q2 2026.
  • Accel Wealth Management bought 92 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $5.89K.
  • State Street SPDR S&P Bank ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 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 3 quarters since.
  • 87 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.