BL
KBE icon

BFSG LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

BFSG LLC’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 		$5.25K Buy
+77
New +$4.93K ﹤0.01% 622

Other funds holding KBE

MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFSG LLC's KBE Position: Q2 2026 in Review

BFSG LLC opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 77 shares worth $5.25K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

37 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • BFSG LLC held 77 shares of State Street SPDR S&P Bank ETF worth $5.25K as of Q2 2026.
  • State Street SPDR S&P Bank ETF was a new BFSG LLC position in Q2 2026.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #622 holding.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.