GM Advisory Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

GM Advisory Group’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	$1.22M	Hold	20,525	–	–	0.05%	149
2025 Q4	$1.25M	Hold	20,525	–	–	0.05%	146
2025 Q3	$1.22M	Sell	20,525 -19,664	-49%	-$1.16M	0.05%	135
2025 Q2	$2.24M	Buy	40,189 +130	+0.3%	+$6.77K	0.11%	91
2025 Q1	$2.12M	Buy	40,059 +19,534	+95%	+$1.09M	0.11%	79
2024 Q4	$1.14M	Hold	20,525	–	–	0.06%	113
2024 Q3	$1.09M	Hold	20,525	–	–	0.07%	112
2024 Q2	$952K	Hold	20,525	–	–	0.06%	117
2024 Q1	$967K	Hold	20,525	–	–	0.07%	114
2023 Q4	$945K	Hold	20,525	–	–	0.07%	99
2023 Q3	$756K	Hold	20,525	–	–	0.06%	97
2023 Q2	$739K	Hold	20,525	–	–	0.06%	97
2023 Q1	$761K	Hold	20,525	–	–	0.07%	95
2022 Q4	$927K	Hold	20,525	–	–	0.1%	75
2022 Q3	$909K	Hold	20,525	–	–	0.11%	69
2022 Q2	$901K	Hold	20,525	–	–	0.14%	71
2022 Q1	$1.07M	Hold	20,525	–	–	0.13%	87
2021 Q4	$1.12M	Hold	20,525	–	–	0.1%	88
2021 Q3	$1.09M	Hold	20,525	–	–	0.11%	89
2021 Q2	$1.05M	Hold	20,525	–	–	0.11%	92
2021 Q1	$1.06M	Hold	20,525	–	–	0.13%	79
2020 Q4	$858K	Hold	20,525	–	–	0.11%	83
2020 Q3	$604K	Hold	20,525	–	–	0.09%	86
2020 Q2	$647K	Buy	+20,525	New	+$620K	0.12%	88

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GM Advisory Group's KBE Position: Q1 2026 in Review

GM Advisory Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 20,525 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #149.

GM Advisory Group first reported a position in KBE in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.24M in Q2 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

GM Advisory Group held 20,525 shares of State Street SPDR S&P Bank ETF worth $1.22M as of Q1 2026.
GM Advisory Group left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #149 holding.
GM Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and has held it in 24 quarters since.
GM Advisory Group's State Street SPDR S&P Bank ETF position peaked at $2.24M in Q2 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.