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 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%	-$3.25K	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

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

Cedar Mountain Advisors's KBE Position: Q2 2026 in Review

Cedar Mountain Advisors increased its State Street SPDR S&P Bank ETF (KBE) stake by 21% in Q2 2026, buying an estimated $3.91K and bringing the position to 353 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Cedar Mountain Advisors first reported a position in KBE in Q4 2019 and has held it in 27 quarters since. The position peaked at $47K in Q4 2019. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Cedar Mountain Advisors held 353 shares of State Street SPDR S&P Bank ETF worth $24.1K as of Q2 2026.
Cedar Mountain Advisors bought 61 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $3.91K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #301 holding.
Cedar Mountain Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's State Street SPDR S&P Bank ETF position peaked at $47K in Q4 2019.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.