Heritage Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Heritage Wealth Advisors’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	$204K	Hold	2,989	–	–	0.01%	220
2026 Q1	$178K	Hold	2,989	–	–	0.01%	213
2025 Q4	$181K	Hold	2,989	–	–	0.01%	226
2025 Q3	$178K	Hold	2,989	–	–	0.01%	210
2025 Q2	$167K	Hold	2,989	–	–	0.01%	216
2025 Q1	$158K	Hold	2,989	–	–	0.01%	216
2024 Q4	$166K	Sell	2,989 -615	-17%	-$35.1K	0.01%	218
2024 Q3	$191K	Hold	3,604	–	–	0.01%	217
2024 Q2	$167K	Hold	3,604	–	–	0.01%	216
2024 Q1	$170K	Sell	3,604 -615	-15%	-$27.6K	0.01%	226
2023 Q4	$194K	Hold	4,219	–	–	0.01%	215
2023 Q3	$155K	Hold	4,219	–	–	0.01%	216
2023 Q2	$152K	Hold	4,219	–	–	0.01%	225
2023 Q1	$156K	Sell	4,219 -5,270	-56%	-$237K	0.01%	221
2022 Q4	$428K	Hold	9,489	–	–	0.02%	142
2022 Q3	$420K	Hold	9,489	–	–	0.03%	131
2022 Q2	$416K	Hold	9,489	–	–	0.03%	135
2022 Q1	$497K	Sell	9,489 -27,341	-74%	-$1.53M	0.03%	132
2021 Q4	$2.01M	Hold	36,830	–	–	0.11%	62
2021 Q3	$1.95M	Sell	36,830 -14,595	-28%	-$741K	0.12%	60
2021 Q2	$2.64M	Hold	51,425	–	–	0.16%	53
2021 Q1	$2.67M	Hold	51,425	–	–	0.16%	47
2020 Q4	$2.15M	Buy	+51,425	New	+$1.91M	0.13%	55

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

Heritage Wealth Advisors's KBE Position: Q2 2026 in Review

Heritage Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 2,989 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #220.

Heritage Wealth Advisors first reported a position in KBE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.67M in Q1 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Heritage Wealth Advisors held 2,989 shares of State Street SPDR S&P Bank ETF worth $204K as of Q2 2026.
Heritage Wealth Advisors 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 Heritage Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and has held it in 23 quarters since.
Heritage Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $2.67M in Q1 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.