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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Bank ETF KBE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$3.07K Buy
+45
New +$2.88K ﹤0.01% 486

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KBE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 45 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

139 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 45 shares of State Street SPDR S&P Bank ETF worth $3.07K as of Q2 2026.
  • State Street SPDR S&P Bank ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #486 holding.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.