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

FAS Wealth Partners’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 Q1	$11K	Hold	185	–	–	﹤0.01%	455
2025 Q4	$11.2K	Hold	185	–	–	﹤0.01%	450
2025 Q3	$11K	Hold	185	–	–	﹤0.01%	425
2025 Q2	$10.3K	Buy	+185	New	+$9.63K	﹤0.01%	417

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FAS Wealth Partners's KBE Position: Q1 2026 in Review

FAS Wealth Partners held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 185 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

FAS Wealth Partners first reported a position in KBE in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

FAS Wealth Partners held 185 shares of State Street SPDR S&P Bank ETF worth $11K as of Q1 2026.
FAS Wealth Partners left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #455 holding.
FAS Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 4 quarters since.
FAS Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $11.2K in Q4 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.