Deroy & Devereaux Private Investment Counsel’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$423K	Hold	6,200	–	–	0.02%	142
2026 Q1	$369K	Hold	6,200	–	–	0.02%	141
2025 Q4	$376K	Hold	6,200	–	–	0.02%	138
2025 Q3	$368K	Hold	6,200	–	–	0.02%	138
2025 Q2	$346K	Hold	6,200	–	–	0.02%	138
2025 Q1	$328K	Hold	6,200	–	–	0.02%	141
2024 Q4	$344K	Hold	6,200	–	–	0.02%	141
2024 Q3	$328K	Hold	6,200	–	–	0.02%	144
2024 Q2	$288K	Hold	6,200	–	–	0.02%	149
2024 Q1	$292K	Hold	6,200	–	–	0.02%	155
2023 Q4	$285K	Hold	6,200	–	–	0.02%	157
2023 Q3	$228K	Hold	6,200	–	–	0.02%	165
2023 Q2	$223K	Hold	6,200	–	–	0.02%	163
2023 Q1	$230K	Hold	6,200	–	–	0.02%	133
2022 Q4	$280K	Hold	6,200	–	–	0.02%	126
2022 Q3	$275K	Hold	6,200	–	–	0.02%	121
2022 Q2	$272K	Hold	6,200	–	–	0.02%	123
2022 Q1	$325K	Hold	6,200	–	–	0.02%	128
2021 Q4	$338K	Hold	6,200	–	–	0.02%	126
2021 Q3	$328K	Hold	6,200	–	–	0.03%	126
2021 Q2	$318K	Hold	6,200	–	–	0.02%	130
2021 Q1	$322K	Hold	6,200	–	–	0.03%	129
2020 Q4	$259K	Buy	+6,200	New	+$230K	0.02%	134

Other funds holding KBE

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's KBE Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 6,200 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #142.

Deroy & Devereaux Private Investment Counsel first reported a position in KBE in Q4 2020 and has held it in 23 quarters since. 155 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 6,200 shares of State Street SPDR S&P Bank ETF worth $423K as of Q2 2026.
Deroy & Devereaux Private Investment Counsel left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.02% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #142 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and has held it in 23 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.