Creative Planning’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-400	Closed	-$2K	–	2663
2020 Q4	$2K	Buy	+400	New	+$14.8K	﹤0.01%	2301

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

Creative Planning's KBE Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Bank ETF (KBE) stake by 3.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,390 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Creative Planning first reported a position in KBE in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.78M in Q3 2017. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Creative Planning held 6,390 shares of State Street SPDR S&P Bank ETF worth $436K as of Q2 2026.
Creative Planning bought 216 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3300 holding.
Creative Planning first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 51 quarters since.
Creative Planning's State Street SPDR S&P Bank ETF position peaked at $4.78M in Q3 2017.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.