Cedar Mountain Advisors
KBE icon

Cedar Mountain Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cedar Mountain 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
Q3 		$22.4K Buy
354
+1
+0.3% +$69 ﹤0.01% 287
2026
Q2 		$24.1K Buy
353
+61
+21% +$3.91K ﹤0.01% 301
2026
Q1 		$17.4K Sell
292
-59
-17% -$3.67K ﹤0.01% 333
2025
Q4 		$21.3K Buy
351
+3
+0.9% +$177 ﹤0.01% 180
2025
Q3 		$20.7K Buy
348
+2
+0.6% +$118 ﹤0.01% 186
2025
Q2 		$19.3K Buy
346
+2
+0.6% +$104 ﹤0.01% 160
2025
Q1 		$18.2K Buy
344
+2
+0.6% +$112 ﹤0.01% 159
2024
Q4 		$19K Buy
342
+2
+0.6% +$114 ﹤0.01% 161
2024
Q3 		$18K Buy
340
+2
+0.6% +$102 ﹤0.01% 157
2024
Q2 		$15.7K Buy
338
+3
+0.9% +$137 ﹤0.01% 155
2024
Q1 		$15.8K Buy
335
+2
+0.6% +$90 ﹤0.01% 156
2023
Q4 		$15.3K Buy
333
+3
+0.9% +$119 ﹤0.01% 149
2023
Q3 		$12.2K Buy
330
+3
+0.9% +$117 ﹤0.01% 165
2023
Q2 		$11.8K Buy
327
+3
+0.9% +$107 ﹤0.01% 157
2023
Q1 		$12K Buy
324
+2
+0.6% +$90 ﹤0.01% 148
2022
Q4 		$14.5K Sell
322
-416
-56% -$19.5K ﹤0.01% 128
2022
Q3 		$33K Buy
738
+2
+0.3% +$95 0.01% 88
2022
Q2 		$32K Buy
736
+2
+0.3% +$95 0.01% 91
2022
Q1 		$38K Buy
734
+2
+0.3% +$112 0.01% 92
2021
Q4 		$40K Buy
732
+2
+0.3% +$111 0.01% 84
2021
Q3 		$39K Buy
730
+2
+0.3% +$102 0.01% 82
2021
Q2 		$37K Sell
728
-61
-8% -$3.26K 0.01% 84
2021
Q1 		$41K Buy
789
+2
+0.3% +$97 0.01% 83
2020
Q4 		$33K Buy
787
+2
+0.3% +$74 0.01% 95
2020
Q3 		$23K Sell
785
-224
-22% -$6.97K 0.01% 98
2020
Q2 		$32K Buy
1,009
+5
+0.5% +$151 0.01% 82
2020
Q1 		$27K Buy
1,004
+4
+0.4% +$160 0.01% 74
2019
Q4 		$47K Buy
+1,000
New +$45.3K 0.02% 64

Other funds holding KBE

MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Montecito Bank & Trust
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Cedar Mountain Advisors's KBE Position: Q3 2026 in Review

Cedar Mountain Advisors increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.28% in Q3 2026, buying an estimated $69 and bringing the position to 354 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Cedar Mountain Advisors first reported a position in KBE in Q4 2019 and has held it in 28 quarters since. The position peaked at $47K in Q4 2019. 53 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • Cedar Mountain Advisors held 354 shares of State Street SPDR S&P Bank ETF worth $22.4K as of Q3 2026.
  • Cedar Mountain Advisors bought 1 State Street SPDR S&P Bank ETF share in Q3 2026, an estimated $69.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #287 holding.
  • Cedar Mountain Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's State Street SPDR S&P Bank ETF position peaked at $47K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.