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Graves Light Lenhart Wealth’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Graves Light Lenhart Wealth’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 		$639K Hold
9,367
– – 0.06% 110
2026
Q1 		$558K Sell
9,367
-1,336
-12% -$83.1K 0.06% 110
2025
Q4 		$650K Hold
10,703
– – 0.07% 103
2025
Q3 		$636K Hold
10,703
– – 0.07% 103
2025
Q2 		$597K Sell
10,703
-703
-6% -$36.6K 0.07% 105
2025
Q1 		$604K Hold
11,406
– – 0.07% 101
2024
Q4 		$633K Hold
11,406
– – 0.08% 100
2024
Q3 		$603K Sell
11,406
-920
-7% -$47.1K 0.07% 101
2024
Q2 		$569K Sell
12,326
-332
-3% -$15.1K 0.07% 105
2024
Q1 		$596K Hold
12,658
– – 0.07% 100
2023
Q4 		$583K Hold
12,658
– – 0.07% 99
2023
Q3 		$460K Sell
12,658
-1,400
-10% -$54.5K 0.06% 108
2023
Q2 		$506K Hold
14,058
– – 0.07% 109
2023
Q1 		$521K Hold
14,058
– – 0.08% 101
2022
Q4 		$635K Sell
14,058
-1,168
-8% -$54.8K 0.1% 100
2022
Q3 		$674K Sell
15,226
-1,000
-6% -$47.5K 0.11% 97
2022
Q2 		$712K Hold
16,226
– – 0.11% 96
2022
Q1 		$849K Hold
16,226
– – 0.12% 87
2021
Q4 		$885K Hold
16,226
– – 0.13% 87
2021
Q3 		$859K Sell
16,226
-22
-0.1% -$1.12K 0.14% 78
2021
Q2 		$834K Sell
16,248
-41
-0.3% -$2.19K 0.13% 78
2021
Q1 		$845K Sell
16,289
-897
-5% -$43.7K 0.14% 75
2020
Q4 		$719K Buy
17,186
+3
+0% +$111 0.13% 75
2020
Q3 		$506K Buy
17,183
+4
+0% +$124 0.11% 89
2020
Q2 		$542K Buy
17,179
+3
+0% +$91 0.13% 85
2020
Q1 		$463K Sell
17,176
-3,687
-18% -$148K 0.12% 86
2019
Q4 		$987K Buy
20,863
+3
+0% +$136 0.21% 72
2019
Q3 		$921K Buy
20,860
+1,170
+6% +$49.9K 0.2% 73
2019
Q2 		$854K Hold
19,690
– – 0.2% 72
2019
Q1 		$822K Sell
19,690
-954
-5% -$40.9K 0.21% 70
2018
Q4 		$771K Buy
+20,644
New +$875K 0.23% 69

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

Graves Light Lenhart Wealth's KBE Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 9,367 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #110.

Graves Light Lenhart Wealth first reported a position in KBE in Q4 2018 and has held it in 31 quarters since. The position peaked at $987K in Q4 2019. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Graves Light Lenhart Wealth held 9,367 shares of State Street SPDR S&P Bank ETF worth $639K as of Q2 2026.
  • Graves Light Lenhart Wealth left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Bank ETF made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #110 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's State Street SPDR S&P Bank ETF position peaked at $987K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.