Farther Finance Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Farther Finance 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 Q3	$306K	Buy	4,848 +1,295	+36%	+$88.8K	﹤0.01%	1962
2026 Q2	$242K	Hold	3,553	–	–	﹤0.01%	2109
2026 Q1	$214K	Buy	3,553 +117	+3%	+$7.28K	﹤0.01%	1974
2025 Q4	$209K	Sell	3,436 -3,229	-48%	-$190K	﹤0.01%	1892
2025 Q3	$396K	Buy	6,665 +3,195	+92%	+$188K	0.01%	1206
2025 Q2	$193K	Sell	3,470 -75	-2%	-$3.91K	﹤0.01%	1410
2025 Q1	$187K	Buy	3,545 +245	+7%	+$13.7K	﹤0.01%	1256
2024 Q4	$183K	Sell	3,300 -350	-10%	-$20K	0.01%	1025
2024 Q3	$193K	Buy	+3,650	New	+$187K	0.01%	1007

Other funds holding KBE

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's KBE Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P Bank ETF (KBE) stake by 36% in Q3 2026, buying an estimated $88.8K and bringing the position to 4,848 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Farther Finance Advisors first reported a position in KBE in Q3 2024 and has held it in 9 quarters since. The position peaked at $396K in Q3 2025. 11 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Farther Finance Advisors held 4,848 shares of State Street SPDR S&P Bank ETF worth $306K as of Q3 2026.
Farther Finance Advisors bought 1,295 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $88.8K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1962 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Bank ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's State Street SPDR S&P Bank ETF position peaked at $396K in Q3 2025.
11 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.