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

Evolution Wealth 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	$3.62M	Hold	53,022	–	–	0.42%	39
2026 Q1	$3.16M	Hold	53,022	–	–	0.32%	40
2025 Q4	$3.22M	Hold	53,022	–	–	0.32%	40
2025 Q3	$3.15M	Hold	53,022	–	–	0.42%	41
2025 Q2	$2.96M	Hold	53,022	–	–	0.43%	41
2025 Q1	$2.81M	Sell	53,022 -365	-0.7%	-$20.5K	0.47%	39
2024 Q4	$2.96M	Hold	53,387	–	–	0.5%	35
2024 Q3	$2.82M	Sell	53,387 -620	-1%	-$31.8K	0.51%	41
2024 Q2	$2.51M	Sell	54,007 -690	-1%	-$31.4K	0.49%	44
2024 Q1	$2.58M	Sell	54,697 -131,561	-71%	-$5.9M	0.49%	42
2023 Q4	$8.57M	Sell	186,258 -970	-0.5%	-$38.4K	1.72%	16
2023 Q3	$6.9M	Buy	187,228 +1,875	+1%	+$73K	1.54%	20
2023 Q2	$6.67M	Sell	185,353 -3,560	-2%	-$127K	1.47%	20
2023 Q1	$7M	Buy	+188,913	New	+$8.49M	1.68%	19
2019 Q1	–	Sell	-1,020	Closed	-$38K	–	127
2018 Q4	$38K	Buy	+1,020	New	+$43.2K	0.02%	104

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

Evolution Wealth Advisors's KBE Position: Q2 2026 in Review

Evolution Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 53,022 shares worth $3.62M. The position accounts for 0.42% of the portfolio, ranked #39.

Evolution Wealth Advisors first reported a position in KBE in Q4 2018 and has held it in 15 quarters since. The position peaked at $8.57M in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Evolution Wealth Advisors held 53,022 shares of State Street SPDR S&P Bank ETF worth $3.62M as of Q2 2026.
Evolution Wealth Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.42% of Evolution Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 15 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $8.57M in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.