Arax Advisory Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Arax Advisory Partners’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	$246K	Buy	3,610 +2,520	+231%	+$161K	﹤0.01%	2104
2026 Q1	$64.9K	Sell	1,090 -12	-1%	-$747	﹤0.01%	1574
2025 Q4	$66.9K	Sell	1,102 -164	-13%	-$9.66K	﹤0.01%	1477
2025 Q3	$75.2K	Sell	1,266 -535	-30%	-$31.5K	﹤0.01%	1652
2025 Q2	$100K	Buy	+1,801	New	+$93.8K	﹤0.01%	938
2024 Q2	–	Sell	-273	Closed	-$12.9K	–	2565
2024 Q1	$12.9K	Buy	273 +2	+0.7%	+$90	﹤0.01%	741
2023 Q4	$12.5K	Buy	271 +2	+0.7%	+$79	﹤0.01%	731
2023 Q3	$9.93K	Buy	269 +2	+0.7%	+$78	﹤0.01%	725
2023 Q2	$9.6K	Buy	267 +3	+1%	+$107	﹤0.01%	713
2023 Q1	$9.8K	Buy	264 +1	+0.4%	+$45	﹤0.01%	694
2022 Q4	$11.9K	Buy	263 +3	+1%	+$141	﹤0.01%	628
2022 Q3	$12K	Buy	260 +1	+0.4%	+$48	﹤0.01%	639
2022 Q2	$11K	Buy	259 +2	+0.8%	+$95	﹤0.01%	646
2022 Q1	$13K	Buy	257 +2	+0.8%	+$112	﹤0.01%	625
2021 Q4	$14K	Buy	255 +1	+0.4%	+$55	﹤0.01%	611
2021 Q3	$13K	Buy	254 +2	+0.8%	+$102	﹤0.01%	607
2021 Q2	$13K	Buy	+252	New	+$13.4K	﹤0.01%	625
2020 Q4	$11K	Buy	275 +27	+11%	+$1K	﹤0.01%	557
2020 Q3	$7K	Buy	248 +3	+1%	+$93	﹤0.01%	581
2020 Q2	$8K	Buy	245 +2	+0.8%	+$60	﹤0.01%	557
2020 Q1	$7K	Buy	243 +1	+0.4%	+$40	﹤0.01%	550
2019 Q4	$11K	Buy	+242	New	+$11K	﹤0.01%	454

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

Arax Advisory Partners's KBE Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR S&P Bank ETF (KBE) stake by 231% in Q2 2026, buying an estimated $161K and bringing the position to 3,610 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Arax Advisory Partners first reported a position in KBE in Q4 2019 and has held it in 22 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Arax Advisory Partners held 3,610 shares of State Street SPDR S&P Bank ETF worth $246K as of Q2 2026.
Arax Advisory Partners bought 2,520 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $161K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2104 holding.
Arax Advisory Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 22 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.