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

AE 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	$15.3K	Buy	224 +71	+46%	+$4.55K	﹤0.01%	2310
2026 Q1	$9.11K	Buy	153 +18	+13%	+$1.12K	﹤0.01%	2292
2025 Q4	$8.19K	Sell	135 -18	-12%	-$1.06K	﹤0.01%	2166
2025 Q3	$9.09K	Hold	153	–	–	﹤0.01%	2007
2025 Q2	$8.53K	Sell	153 -50	-25%	-$2.6K	﹤0.01%	1897
2025 Q1	$10.8K	Buy	203 +173	+577%	+$9.69K	﹤0.01%	1847
2024 Q4	$1.66K	Buy	+30	New	+$1.71K	﹤0.01%	2008
2024 Q1	–	Sell	-34,793	Closed	-$1.61M	–	1606
2023 Q4	$1.61M	Buy	34,793 +2,384	+7%	+$94.3K	0.01%	977
2023 Q3	$1.19M	Sell	32,409 -290	-0.9%	-$11.3K	0.01%	1027
2023 Q2	$1.18M	Buy	+32,699	New	+$1.17M	0.01%	1029
2023 Q1	–	Sell	-6,722	Closed	-$303K	–	1949
2022 Q4	$303K	Sell	6,722 -39	-0.6%	-$1.83K	﹤0.01%	1496
2022 Q3	$299K	Sell	6,761 -20,851	-76%	-$991K	﹤0.01%	1477
2022 Q2	$1.21M	Sell	27,612 -214	-0.8%	-$10.2K	0.01%	827
2022 Q1	$1.46M	Buy	27,826 +16,367	+143%	+$913K	0.01%	796
2021 Q4	$625K	Buy	11,459 +5,334	+87%	+$296K	﹤0.01%	1169
2021 Q3	$324K	Buy	6,125 +863	+16%	+$43.8K	﹤0.01%	1334
2021 Q2	$270K	Buy	5,262 +1,155	+28%	+$61.6K	﹤0.01%	1390
2021 Q1	$213K	Buy	+4,107	New	+$200K	﹤0.01%	1388
2018 Q4	–	Sell	-4,535	Closed	-$211K	–	547
2018 Q3	$211K	Sell	4,535 -3,396	-43%	-$165K	0.01%	548
2018 Q2	$374K	Sell	7,931 -494	-6%	-$24.1K	0.03%	299
2018 Q1	$403K	Buy	8,425 +99	+1%	+$4.92K	0.03%	278
2017 Q4	$394K	Sell	8,326 -10,065	-55%	-$463K	0.03%	268
2017 Q3	$829K	Buy	18,391 +1,408	+8%	+$60.4K	0.08%	180
2017 Q2	$739K	Buy	16,983 +3,836	+29%	+$163K	0.09%	188
2017 Q1	$565K	Buy	+13,147	New	+$579K	0.1%	156

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

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

AE Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 46% in Q2 2026, buying an estimated $4.55K and bringing the position to 224 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

AE Wealth Management first reported a position in KBE in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.61M in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

AE Wealth Management held 224 shares of State Street SPDR S&P Bank ETF worth $15.3K as of Q2 2026.
AE Wealth Management bought 71 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $4.55K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2310 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and has held it in 25 quarters since.
AE Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.61M in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.