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

HHM 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	$1.5K	Hold	22	–	–	﹤0.01%	821
2026 Q1	$1.31K	Sell	22 -855	-97%	-$53.2K	﹤0.01%	827
2025 Q4	$53.2K	Hold	877	–	–	0.01%	351
2025 Q3	$52.1K	Buy	877 +855	+3,886%	+$50.4K	0.01%	372
2025 Q2	$1.23K	Hold	22	–	–	﹤0.01%	801
2025 Q1	$1.17K	Hold	22	–	–	﹤0.01%	814
2024 Q4	$1.22K	Hold	22	–	–	﹤0.01%	818
2024 Q3	$1.16K	Hold	22	–	–	﹤0.01%	726
2024 Q2	$1.02K	Hold	22	–	–	﹤0.01%	737
2024 Q1	$1.04K	Hold	22	–	–	﹤0.01%	700
2023 Q4	$1.01K	Hold	22	–	–	﹤0.01%	696
2023 Q3	$811	Hold	22	–	–	﹤0.01%	743
2023 Q2	$792	Buy	+22	New	+$784	﹤0.01%	760

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return