Action Point Financial Planning’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Action Point Financial Planning’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	$273	Buy	+4	New	+$256	﹤0.01%	2687

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Action Point Financial Planning's KBE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 4 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #2687 among its holdings.

265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Action Point Financial Planning held 4 shares of State Street SPDR S&P Bank ETF worth $273 as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2687 holding.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.