Cerity Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cerity Partners’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	$801K	Buy	11,756 +3,624	+45%	+$232K	﹤0.01%	2126
2026 Q1	$484K	Buy	8,132 +3,420	+73%	+$213K	﹤0.01%	2308
2025 Q4	$286K	Sell	4,712 -100	-2%	-$5.89K	﹤0.01%	2439
2025 Q3	$286K	Hold	4,812	–	–	﹤0.01%	2311
2025 Q2	$268K	Sell	4,812 -240	-5%	-$12.5K	﹤0.01%	2213
2025 Q1	$268K	Sell	5,052 -884	-15%	-$49.5K	﹤0.01%	2081
2024 Q4	$329K	Buy	5,936 +919	+18%	+$52.5K	﹤0.01%	1989
2024 Q3	$265K	Buy	5,017 +400	+9%	+$20.5K	﹤0.01%	2142
2024 Q2	$214K	Hold	4,617	–	–	﹤0.01%	2000
2024 Q1	$217K	Sell	4,617 -11	-0.2%	-$494	﹤0.01%	2065
2023 Q4	$213K	Buy	+4,628	New	+$183K	﹤0.01%	1687
2023 Q1	–	Sell	-9,452	Closed	-$427K	–	1876
2022 Q4	$427K	Buy	9,452 +3,690	+64%	+$173K	﹤0.01%	1003
2022 Q3	$256K	Sell	5,762 -215	-4%	-$10.2K	﹤0.01%	961
2022 Q2	$263K	Buy	+5,977	New	+$284K	﹤0.01%	959
2022 Q1	–	Sell	-4,729	Closed	-$258K	–	1028
2021 Q4	$258K	Buy	+4,729	New	+$262K	﹤0.01%	833
2018 Q4	–	Sell	-5,671	Closed	-$264K	–	535
2018 Q3	$264K	Buy	+5,671	New	+$276K	0.02%	446

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

Cerity Partners's KBE Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR S&P Bank ETF (KBE) stake by 45% in Q2 2026, buying an estimated $232K and bringing the position to 11,756 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Cerity Partners first reported a position in KBE in Q3 2018 and has held it in 16 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Cerity Partners held 11,756 shares of State Street SPDR S&P Bank ETF worth $801K as of Q2 2026.
Cerity Partners bought 3,624 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $232K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2126 holding.
Cerity Partners first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and has held it in 16 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.