Evoke Wealth’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Evoke Wealth’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	–	Sell	-3,400	Closed	-$202K	–	353
2026 Q1	$202K	Hold	3,400	–	–	﹤0.01%	670
2025 Q4	$206K	Hold	3,400	–	–	﹤0.01%	626
2025 Q3	$202K	Buy	+3,400	New	+$200K	﹤0.01%	614
2025 Q2	–	Sell	-5,070	Closed	-$269K	–	610
2025 Q1	$269K	Hold	5,070	–	–	0.01%	371
2024 Q4	$281K	Buy	+5,070	New	+$289K	0.01%	354
2022 Q4	–	Sell	-3,400	Closed	-$151K	–	770
2022 Q3	$151K	Hold	3,400	–	–	0.01%	364
2022 Q2	$149K	Sell	3,400 -2,300	-40%	-$109K	0.01%	356
2022 Q1	$298K	Sell	5,700 -1,000	-15%	-$55.8K	0.01%	295
2021 Q4	$366K	Hold	6,700	–	–	0.01%	270
2021 Q3	$354K	Hold	6,700	–	–	0.01%	264
2021 Q2	$344K	Buy	6,700 +2,300	+52%	+$123K	0.01%	281
2021 Q1	$228K	Hold	4,400	–	–	0.01%	287
2020 Q4	$184K	Sell	4,400 -600	-12%	-$22.2K	0.01%	242
2020 Q3	$147K	Hold	5,000	–	–	0.01%	238
2020 Q2	$158K	Sell	5,000 -3,900	-44%	-$118K	0.02%	217
2020 Q1	$240K	Buy	+8,900	New	+$356K	0.03%	161
2019 Q4	–	Sell	-1,000	Closed	-$43.2K	–	1361
2019 Q3	$43.2K	Buy	+1,000	New	+$42.6K	0.01%	499

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

Evoke Wealth's KBE Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 3,400 shares — an estimated $202K sold.

Evoke Wealth first reported a position in KBE in Q3 2019 and held it in 17 quarters. The position peaked at $366K in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Evoke Wealth reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,400 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $202K.
Evoke Wealth first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 17 quarters.
Evoke Wealth's State Street SPDR S&P Bank ETF position peaked at $366K in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.