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

Allworth 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	$751	Hold	11	–	–	﹤0.01%	4776
2026 Q1	$656	Sell	11 -85	-89%	-$5.29K	﹤0.01%	4676
2025 Q4	$5.83K	Buy	96 +82	+586%	+$4.83K	﹤0.01%	3615
2025 Q3	$832	Hold	14	–	–	﹤0.01%	4307
2025 Q2	$781	Hold	14	–	–	﹤0.01%	4022
2025 Q1	$711	Hold	14	–	–	﹤0.01%	3581
2024 Q4	$812	Buy	+14	New	+$799	﹤0.01%	3468
2023 Q3	–	Sell	-30	Closed	-$1.08K	–	3489
2023 Q2	$1.08K	Sell	30 -145	-83%	-$5.17K	﹤0.01%	2704
2023 Q1	$6.49K	Hold	175	–	–	﹤0.01%	1942
2022 Q4	$7.9K	Hold	175	–	–	﹤0.01%	1756
2022 Q3	$8K	Hold	175	–	–	﹤0.01%	1746
2022 Q2	$8K	Hold	175	–	–	﹤0.01%	1632
2022 Q1	$9K	Hold	175	–	–	﹤0.01%	1517
2021 Q4	$10K	Hold	175	–	–	﹤0.01%	1380
2021 Q3	$9K	Hold	175	–	–	﹤0.01%	1376
2021 Q2	$9K	Hold	175	–	–	﹤0.01%	1069
2021 Q1	$9K	Hold	175	–	–	﹤0.01%	1011
2020 Q4	$7K	Hold	175	–	–	﹤0.01%	918
2020 Q3	$5K	Buy	+175	New	+$5.44K	﹤0.01%	846

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

Allworth Financial's KBE Position: Q2 2026 in Review

Allworth Financial held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 11 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #4776.

Allworth Financial first reported a position in KBE in Q3 2020 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Allworth Financial held 11 shares of State Street SPDR S&P Bank ETF worth $751 as of Q2 2026.
Allworth Financial left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4776 holding.
Allworth Financial first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and has held it in 19 quarters since.
Allworth Financial's State Street SPDR S&P Bank ETF position peaked at $10K in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.