Jones Financial Companies’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$543K Sell
7,939
-2,488
-24% -$159K ﹤0.01% 2183
2026
Q1
$607K Sell
10,427
-7
-0.1% -$436 ﹤0.01% 1947
2025
Q4
$633K Buy
10,434
+309
+3% +$18.2K ﹤0.01% 1411
2025
Q3
$611K Buy
10,125
+8,998
+798% +$530K ﹤0.01% 1314
2025
Q2
$62.8K Buy
1,127
+363
+48% +$18.9K ﹤0.01% 2137
2025
Q1
$40.1K Sell
764
-123
-14% -$6.89K ﹤0.01% 2149
2024
Q4
$49.2K Buy
887
+807
+1,009% +$46.1K ﹤0.01% 1888
2024
Q3
$4.19K Sell
80
-25
-24% -$1.28K ﹤0.01% 2494
2024
Q2
$4.87K Sell
105
-30
-22% -$1.37K ﹤0.01% 1939
2024
Q1
$6.36K Buy
+135
New +$6.06K ﹤0.01% 1138
2022
Q2
– Sell
-300
Closed -$16K – 790
2022
Q1
$16K Buy
+300
New +$16.7K ﹤0.01% 461

Other funds holding KBE

Jones Financial Companies's KBE Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR S&P Bank ETF (KBE) stake by 24% in Q2 2026, selling an estimated $159K and leaving 7,939 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Jones Financial Companies first reported a position in KBE in Q1 2022 and has held it in 11 quarters since. The position peaked at $633K in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Jones Financial Companies held 7,939 shares of State Street SPDR S&P Bank ETF worth $543K as of Q2 2026.
  • Jones Financial Companies sold 2,488 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2183 holding.
  • Jones Financial Companies first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's State Street SPDR S&P Bank ETF position peaked at $633K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.