Institute for Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Institute for Wealth Management’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	$286K	Sell	4,191 -189	-4%	-$12.1K	0.03%	437
2026 Q1	$261K	Hold	4,380	–	–	0.03%	460
2025 Q4	$266K	Hold	4,380	–	–	0.03%	465
2025 Q3	$260K	Hold	4,380	–	–	0.03%	490
2025 Q2	$244K	Sell	4,380 -306	-7%	-$15.9K	0.03%	489
2025 Q1	$248K	Buy	4,686 +80	+2%	+$4.48K	0.03%	462
2024 Q4	$255K	Buy	4,606 +189	+4%	+$10.8K	0.03%	435
2024 Q3	$234K	Hold	4,417	–	–	0.03%	482
2024 Q2	$205K	Hold	4,417	–	–	0.03%	473
2024 Q1	$208K	Sell	4,417 -22	-0.5%	-$987	0.03%	477
2023 Q4	$204K	Buy	+4,439	New	+$176K	0.03%	460
2023 Q1	–	Sell	-5,289	Closed	-$239K	–	460
2022 Q4	$239K	Buy	5,289 +415	+9%	+$19.5K	0.05%	393
2022 Q3	$216K	Buy	+4,874	New	+$232K	0.05%	412
2022 Q2	–	Sell	-4,476	Closed	-$234K	–	550
2022 Q1	$234K	Hold	4,476	–	–	0.04%	485
2021 Q4	$244K	Hold	4,476	–	–	0.04%	422
2021 Q3	$237K	Hold	4,476	–	–	0.04%	428
2021 Q2	$230K	Sell	4,476 -100	-2%	-$5.33K	0.04%	434
2021 Q1	$237K	Buy	+4,576	New	+$223K	0.05%	406
2020 Q1	–	Sell	-5,148	Closed	-$243K	–	560
2019 Q4	$243K	Hold	5,148	–	–	0.05%	388
2019 Q3	$222K	Hold	5,148	–	–	0.06%	379
2019 Q2	$223K	Sell	5,148 -392	-7%	-$17K	0.05%	409
2019 Q1	$231K	Sell	5,540 -123	-2%	-$5.27K	0.05%	386
2018 Q4	$212K	Buy	+5,663	New	+$240K	0.09%	238
2018 Q1	–	Sell	-4,178	Closed	-$200K	–	333
2017 Q4	$200K	Buy	+4,178	New	+$192K	0.05%	362

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

Institute for Wealth Management's KBE Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 4.3% in Q2 2026, selling an estimated $12.1K and leaving 4,191 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #437.

Institute for Wealth Management first reported a position in KBE in Q4 2017 and has held it in 24 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Institute for Wealth Management held 4,191 shares of State Street SPDR S&P Bank ETF worth $286K as of Q2 2026.
Institute for Wealth Management sold 189 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $12.1K.
State Street SPDR S&P Bank ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #437 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 24 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.