Hopwood Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Hopwood Financial Services’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	$273K	Hold	4,000	–	–	0.16%	73
2026 Q1	$238K	Hold	4,000	–	–	0.16%	76
2025 Q4	$243K	Hold	4,000	–	–	0.17%	80
2025 Q3	$238K	Hold	4,000	–	–	0.16%	82
2025 Q2	$223K	Hold	4,000	–	–	0.17%	76
2025 Q1	$212K	Hold	4,000	–	–	0.16%	85
2024 Q4	$222K	Buy	+4,000	New	+$228K	0.17%	80

Other funds holding KBE

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

YIH

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Hopwood Financial Services's KBE Position: Q2 2026 in Review

Hopwood Financial Services held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 4,000 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #73.

Hopwood Financial Services first reported a position in KBE in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Hopwood Financial Services held 4,000 shares of State Street SPDR S&P Bank ETF worth $273K as of Q2 2026.
Hopwood Financial Services left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.16% of Hopwood Financial Services's portfolio in Q2 2026, its #73 holding.
Hopwood Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.