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

Angeles 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	$20.7K	Buy	303 +1	+0.3%	+$64	﹤0.01%	597
2026 Q1	$18K	Buy	+302	New	+$18.8K	﹤0.01%	501
2023 Q2	–	Sell	-400	Closed	-$14.8K	–	221
2023 Q1	$14.8K	Hold	400	–	–	﹤0.01%	200
2022 Q4	$18.1K	Hold	400	–	–	﹤0.01%	201
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	200
2022 Q2	$18K	Hold	400	–	–	﹤0.01%	190
2022 Q1	$21K	Buy	+400	New	+$22.3K	﹤0.01%	185

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

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

Angeles Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.33% in Q2 2026, buying an estimated $64 and bringing the position to 303 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Angeles Wealth Management first reported a position in KBE in Q1 2022 and has held it in 7 quarters since. The position peaked at $21K in Q1 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Angeles Wealth Management held 303 shares of State Street SPDR S&P Bank ETF worth $20.7K as of Q2 2026.
Angeles Wealth Management bought 1 State Street SPDR S&P Bank ETF share in Q2 2026, an estimated $64.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #597 holding.
Angeles Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and has held it in 7 quarters since.
Angeles Wealth Management's State Street SPDR S&P Bank ETF position peaked at $21K in Q1 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.