HB Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

HB Wealth Management’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	$247K	Hold	3,626	–	–	﹤0.01%	1478
2026 Q1	$216K	Hold	3,626	–	–	﹤0.01%	1396
2025 Q4	$220K	Hold	3,626	–	–	﹤0.01%	1291
2025 Q3	$215K	Sell	3,626 -16	-0.4%	-$943	﹤0.01%	1243
2025 Q2	$203K	Buy	+3,642	New	+$190K	﹤0.01%	1100
2025 Q1	–	Sell	-9,821	Closed	-$545K	–	1251
2024 Q4	$545K	Hold	9,821	–	–	0.01%	590
2024 Q3	$519K	Hold	9,821	–	–	0.01%	574
2024 Q2	$456K	Hold	9,821	–	–	0.01%	569
2024 Q1	$463K	Hold	9,821	–	–	0.01%	529
2023 Q4	$452K	Hold	9,821	–	–	0.01%	491
2023 Q3	$362K	Hold	9,821	–	–	0.01%	518
2023 Q2	$354K	Sell	9,821 -11,437	-54%	-$407K	0.01%	503
2023 Q1	$788K	Hold	21,258	–	–	0.01%	326
2022 Q4	$960K	Hold	21,258	–	–	0.02%	290
2022 Q3	$942K	Hold	21,258	–	–	0.02%	268
2022 Q2	$933K	Hold	21,258	–	–	0.02%	257
2022 Q1	$1.11M	Sell	21,258 -1,333	-6%	-$74.4K	0.02%	257
2021 Q4	$1.23M	Buy	+22,591	New	+$1.25M	0.02%	214

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

HB Wealth Management's KBE Position: Q2 2026 in Review

HB Wealth Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 3,626 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

HB Wealth Management first reported a position in KBE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

HB Wealth Management held 3,626 shares of State Street SPDR S&P Bank ETF worth $247K as of Q2 2026.
HB Wealth Management left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1478 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 18 quarters since.
HB Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.23M in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.