Advisornet Financial’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Advisornet Financial’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	$10K	Buy	+147	New	+$9.42K	﹤0.01%	1584
2019 Q1	–	Sell	-136	Closed	-$5K	–	1617
2018 Q4	$5K	Hold	136	–	–	﹤0.01%	1234
2018 Q3	$6K	Buy	+136	New	+$6.63K	﹤0.01%	1243

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

Advisornet Financial's KBE Position: Q2 2026 in Review

Advisornet Financial opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 147 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in KBE as recently as Q4 2018.

Advisornet Financial first reported a position in KBE in Q3 2018 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Advisornet Financial held 147 shares of State Street SPDR S&P Bank ETF worth $10K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Advisornet Financial position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1584 holding.
Advisornet Financial first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and has held it in 3 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.