Aptus Capital Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Aptus Capital Advisors’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	$2.73K	Hold	40	–	–	﹤0.01%	1708
2026 Q1	$2.38K	Hold	40	–	–	﹤0.01%	1612
2025 Q4	$2.43K	Hold	40	–	–	﹤0.01%	1603
2025 Q3	$2.38K	Hold	40	–	–	﹤0.01%	1532
2025 Q2	$2.23K	Hold	40	–	–	﹤0.01%	1474
2025 Q1	$2.12K	Hold	40	–	–	﹤0.01%	1379
2024 Q4	$2.22K	Hold	40	–	–	﹤0.01%	1373
2024 Q3	$2.12K	Hold	40	–	–	﹤0.01%	1187
2024 Q2	$1.86K	Hold	40	–	–	﹤0.01%	1116
2024 Q1	$1.88K	Buy	+40	New	+$1.79K	﹤0.01%	1131
2023 Q3	–	Sell	-11	Closed	-$396	–	924
2023 Q2	$396	Buy	+11	New	+$392	﹤0.01%	789

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

Aptus Capital Advisors's KBE Position: Q2 2026 in Review

Aptus Capital Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 40 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Aptus Capital Advisors first reported a position in KBE in Q2 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Aptus Capital Advisors held 40 shares of State Street SPDR S&P Bank ETF worth $2.73K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1708 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.