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

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

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

HHM Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 22 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

HHM Wealth Advisors first reported a position in KBE in Q2 2023 and has held it in 13 quarters since. The position peaked at $53.2K in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

HHM Wealth Advisors held 22 shares of State Street SPDR S&P Bank ETF worth $1.5K as of Q2 2026.
HHM 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 HHM Wealth Advisors's portfolio in Q2 2026, its #821 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2023 and has held it in 13 quarters since.
HHM Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $53.2K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.