Avantax Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$535K	Sell	9,601 -87	-0.9%	-$4.53K	﹤0.01%	1551
2025 Q1	$513K	Buy	9,688 +942	+11%	+$52.8K	﹤0.01%	1485
2024 Q4	$485K	Buy	8,746 +236	+3%	+$13.5K	﹤0.01%	1467
2024 Q3	$450K	Buy	8,510 +68	+0.8%	+$3.48K	﹤0.01%	1484
2024 Q2	$392K	Sell	8,442 -735	-8%	-$33.5K	﹤0.01%	1529
2024 Q1	$432K	Sell	9,177 -2,905	-24%	-$130K	﹤0.01%	1115
2023 Q4	$556K	Sell	12,082 -1,006	-8%	-$39.8K	0.01%	941
2023 Q3	$482K	Sell	13,088 -1,815	-12%	-$70.7K	0.01%	963
2023 Q2	$536K	Buy	14,903 +361	+2%	+$12.9K	0.01%	919
2023 Q1	$539K	Buy	14,542 +115	+0.8%	+$5.17K	0.01%	881
2022 Q4	$651K	Buy	14,427 +940	+7%	+$44.1K	0.01%	760
2022 Q3	$597K	Buy	13,487 +285	+2%	+$13.5K	0.01%	708
2022 Q2	$579K	Buy	13,202 +4,223	+47%	+$201K	0.01%	725
2022 Q1	$473K	Buy	8,979 +3,929	+78%	+$219K	0.01%	805
2021 Q4	$276K	Buy	+5,050	New	+$280K	﹤0.01%	1016
2020 Q4	–	Sell	-10,975	Closed	-$324K	–	1155
2020 Q3	$324K	Buy	+10,975	New	+$341K	0.01%	990
2019 Q2	–	Sell	-40,742	Closed	-$1.7M	–	531
2019 Q1	$1.7M	Buy	40,742 +3,830	+10%	+$164K	0.09%	124
2018 Q4	$1.38M	Buy	+36,912	New	+$1.56M	0.23%	105

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avantax Advisory Services's KBE Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.9% in Q2 2025, selling an estimated $4.53K and leaving 9,601 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Avantax Advisory Services first reported a position in KBE in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.7M in Q1 2019. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Avantax Advisory Services held 9,601 shares of State Street SPDR S&P Bank ETF worth $535K as of Q2 2025.
Avantax Advisory Services sold 87 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $4.53K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1551 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 18 quarters since.
Avantax Advisory Services's State Street SPDR S&P Bank ETF position peaked at $1.7M in Q1 2019.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.