GRP
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Global Retirement Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Global Retirement 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
Q2 		$2.29K Buy
+34
New +$2.18K ﹤0.01% 3963
2025
Q4 		$1.31M Sell
21,608
-1,552
-7% -$91.4K 0.02% 569
2025
Q3 		$1.38M Buy
23,160
+22,927
+9,840% +$1.35M 0.03% 449
2025
Q2 		$13K Buy
+233
New +$12.1K ﹤0.01% 2477
2024
Q4 		$1.34M Buy
24,084
+23,564
+4,532% +$1.35M 0.04% 386
2024
Q3 		$27.5K Sell
520
-2,496
-83% -$128K ﹤0.01% 1844
2024
Q2 		$140K Buy
3,016
+2,198
+269% +$100K ﹤0.01% 1031
2024
Q1 		$38.5K Sell
818
-32
-4% -$1.44K ﹤0.01% 1520
2023
Q4 		$37.5K Hold
850
– – ﹤0.01% 1496
2023
Q3 		$30.3K Sell
850
-62
-7% -$2.42K ﹤0.01% 1489
2023
Q2 		$32.9K Hold
912
– – ﹤0.01% 1461
2023
Q1 		$30.5K Buy
912
+6
+0.7% +$270 ﹤0.01% 1456
2022
Q4 		$40.9K Sell
906
-2,190
-71% -$103K ﹤0.01% 1176
2022
Q3 		$150K Buy
3,096
+375
+14% +$17.8K 0.01% 655
2022
Q2 		$119K Hold
2,721
– – 0.01% 690
2022
Q1 		$127K Buy
+2,721
New +$152K 0.01% 680
2021
Q4 		– Sell
-2,527
Closed -$134K – 1082
2021
Q3 		$134K Buy
2,527
+171
+7% +$8.68K 0.01% 564
2021
Q2 		$121K Buy
2,356
+917
+64% +$48.9K 0.01% 585
2021
Q1 		$75K Buy
1,439
+718
+100% +$35K 0.01% 650
2020
Q4 		$30K Hold
721
– – ﹤0.01% 902
2020
Q3 		$21K Buy
721
+437
+154% +$13.6K ﹤0.01% 903
2020
Q2 		$9K Hold
284
– – ﹤0.01% 1144
2020
Q1 		$8K Hold
284
– – ﹤0.01% 1094
2019
Q4 		$13K Buy
284
+259
+1,036% +$11.7K ﹤0.01% 1092
2019
Q3 		$1K Hold
25
– – ﹤0.01% 1520
2019
Q2 		$1K Hold
25
– – ﹤0.01% 1516
2019
Q1 		$1K Buy
+25
New +$1.07K ﹤0.01% 1463
2017
Q1 		– Sell
-5,280
Closed -$230K – 1119
2016
Q4 		$230K Buy
+5,280
New +$204K 0.15% 125

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Global Retirement Partners's KBE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 34 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #3963 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KBE as recently as Q4 2025.

Global Retirement Partners first reported a position in KBE in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.38M in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Global Retirement Partners held 34 shares of State Street SPDR S&P Bank ETF worth $2.29K as of Q2 2026.
  • State Street SPDR S&P Bank ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3963 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 28 quarters since.
  • Global Retirement Partners's State Street SPDR S&P Bank ETF position peaked at $1.38M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.