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

FDx 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	$2.42M	Sell	35,400 -21,369	-38%	-$1.37M	0.73%	37
2026 Q1	$3.38M	Buy	+56,769	New	+$3.53M	1.08%	29
2025 Q4	–	Sell	-40,520	Closed	-$2.3M	–	134
2025 Q3	$2.3M	Sell	40,520 -459	-1%	-$27K	0.69%	39
2025 Q2	$2.29M	Buy	+40,979	New	+$2.13M	0.7%	37
2015 Q1	–	Sell	-16,554	Closed	-$555K	–	1909
2014 Q4	$555K	Buy	16,554 +4,060	+32%	+$132K	0.03%	507
2014 Q3	$399K	Buy	+12,494	New	+$406K	0.03%	667
2014 Q2	–	Sell	-7,699	Closed	-$262K	–	989
2014 Q1	$262K	Buy	+7,699	New	+$254K	0.02%	658

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

FDx Advisors's KBE Position: Q2 2026 in Review

FDx Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 38% in Q2 2026, selling an estimated $1.37M and leaving 35,400 shares worth $2.42M. The position accounts for 0.73% of the portfolio, ranked #37.

FDx Advisors first reported a position in KBE in Q1 2014 and has held it in 7 quarters since. The position peaked at $3.38M in Q1 2026. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

FDx Advisors held 35,400 shares of State Street SPDR S&P Bank ETF worth $2.42M as of Q2 2026.
FDx Advisors sold 21,369 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.37M.
State Street SPDR S&P Bank ETF made up 0.73% of FDx Advisors's portfolio in Q2 2026, its #37 holding.
FDx Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2014 and has held it in 7 quarters since.
FDx Advisors's State Street SPDR S&P Bank ETF position peaked at $3.38M in Q1 2026.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.