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

HighPoint 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	$458K	Sell	6,718 -263	-4%	-$16.9K	0.02%	487
2026 Q1	$416K	Sell	6,981 -1,304	-16%	-$81.1K	0.02%	458
2025 Q4	$503K	Buy	+8,285	New	+$488K	0.01%	666

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

HighPoint Advisor Group's KBE Position: Q2 2026 in Review

HighPoint Advisor Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 3.8% in Q2 2026, selling an estimated $16.9K and leaving 6,718 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #487.

HighPoint Advisor Group first reported a position in KBE in Q4 2025 and has held it in 3 quarters since. The position peaked at $503K in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

HighPoint Advisor Group held 6,718 shares of State Street SPDR S&P Bank ETF worth $458K as of Q2 2026.
HighPoint Advisor Group sold 263 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR S&P Bank ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #487 holding.
HighPoint Advisor Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's State Street SPDR S&P Bank ETF position peaked at $503K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.