Great Valley Advisor Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Great Valley Advisor 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 Q2	$713K	Buy	10,451 +5	+0%	+$320	0.01%	614
2026 Q1	$622K	Buy	10,446 +5	+0%	+$311	0.01%	616
2025 Q4	$634K	Sell	10,441 -98	-0.9%	-$5.77K	0.01%	573
2025 Q3	$626K	Sell	10,539 -445	-4%	-$26.2K	0.01%	576
2025 Q2	$612K	Buy	10,984 +808	+8%	+$42.1K	0.01%	557
2025 Q1	$539K	Buy	10,176 +3,351	+49%	+$188K	0.01%	577
2024 Q4	$379K	Sell	6,825 -400	-6%	-$22.8K	0.01%	634
2024 Q3	$382K	Sell	7,225 -155	-2%	-$7.94K	0.01%	628
2024 Q2	$342K	Sell	7,380 -91	-1%	-$4.14K	0.01%	611
2024 Q1	$352K	Sell	7,471 -51	-0.7%	-$2.29K	0.01%	566
2023 Q4	$346K	Buy	7,522 +439	+6%	+$17.4K	0.01%	543
2023 Q3	$261K	Buy	7,083 +1,401	+25%	+$54.6K	0.01%	574
2023 Q2	$205K	Buy	+5,682	New	+$202K	0.01%	655

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

Great Valley Advisor Group's KBE Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.05% in Q2 2026, buying an estimated $320 and bringing the position to 10,451 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #614.

Great Valley Advisor Group first reported a position in KBE in Q2 2023 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Great Valley Advisor Group held 10,451 shares of State Street SPDR S&P Bank ETF worth $713K as of Q2 2026.
Great Valley Advisor Group bought 5 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $320.
State Street SPDR S&P Bank ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #614 holding.
Great Valley Advisor Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 13 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.