Benchmark Financial Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Benchmark Financial Wealth 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 Q1	–	Sell	-49,723	Closed	-$3.02M	–	138
2025 Q4	$3.02M	Sell	49,723 -1,483	-3%	-$87.4K	0.87%	29
2025 Q3	$3.04M	Sell	51,206 -266	-0.5%	-$15.7K	0.92%	28
2025 Q2	$2.87M	Buy	+51,472	New	+$2.68M	0.95%	26

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Benchmark Financial Wealth Advisors's KBE Position: Q1 2026 in Review

Benchmark Financial Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2026, closing a stake of 49,723 shares — an estimated $3.02M sold.

Benchmark Financial Wealth Advisors first reported a position in KBE in Q2 2025 and held it in 3 quarters. The position peaked at $3.04M in Q3 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Benchmark Financial Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 49,723 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $3.02M.
Benchmark Financial Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and held it in 3 quarters.
Benchmark Financial Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $3.04M in Q3 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.