Atria Investments’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Atria Investments’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	$941K	Buy	13,790 +2,779	+25%	+$178K	0.01%	1156
2026 Q1	$656K	Buy	11,011 +2,925	+36%	+$182K	0.01%	1296
2025 Q4	$491K	Buy	8,086 +1,049	+15%	+$61.8K	0.01%	1463
2025 Q3	$418K	Buy	7,037 +1,049	+18%	+$61.8K	﹤0.01%	1521
2025 Q2	$334K	Buy	+5,988	New	+$312K	﹤0.01%	1654
2018 Q3	–	Sell	-13,283	Closed	-$626K	–	1015
2018 Q2	$626K	Sell	13,283 -13	-0.1%	-$635	0.03%	503
2018 Q1	$637K	Buy	13,296 +1,971	+17%	+$98K	0.03%	460
2017 Q4	$536K	Buy	+11,325	New	+$521K	0.03%	467

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

Atria Investments's KBE Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P Bank ETF (KBE) stake by 25% in Q2 2026, buying an estimated $178K and bringing the position to 13,790 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #1156.

Atria Investments first reported a position in KBE in Q4 2017 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Atria Investments held 13,790 shares of State Street SPDR S&P Bank ETF worth $941K as of Q2 2026.
Atria Investments bought 2,779 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $178K.
State Street SPDR S&P Bank ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1156 holding.
Atria Investments first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 8 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.