Kestra Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Kestra Advisory 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 Q1	$881K	Buy	14,790 +3,805	+35%	+$237K	﹤0.01%	1825
2025 Q4	$667K	Sell	10,985 -287	-3%	-$16.9K	﹤0.01%	1944
2025 Q3	$670K	Sell	11,272 -3,906	-26%	-$230K	﹤0.01%	1868
2025 Q2	$846K	Buy	15,178 +2,104	+16%	+$110K	﹤0.01%	1597
2025 Q1	$692K	Sell	13,074 -25,648	-66%	-$1.44M	﹤0.01%	1614
2024 Q4	$2.15M	Sell	38,722 -179,662	-82%	-$10.3M	0.01%	962
2024 Q3	$11.6M	Buy	218,384 +12,934	+6%	+$663K	0.06%	322
2024 Q2	$9.53M	Buy	205,450 +194,049	+1,702%	+$8.83M	0.05%	380
2024 Q1	$537K	Sell	11,401 -729	-6%	-$32.7K	﹤0.01%	1614
2023 Q4	$558K	Buy	12,130 +618	+5%	+$24.5K	﹤0.01%	1458
2023 Q3	$424K	Sell	11,512 -3,507	-23%	-$137K	﹤0.01%	1457
2023 Q2	$541K	Sell	15,019 -2,754	-15%	-$98.1K	0.01%	1288
2023 Q1	$659K	Sell	17,773 -1,608	-8%	-$72.3K	0.01%	1137
2022 Q4	$875K	Sell	19,381 -18,742	-49%	-$880K	0.01%	1118
2022 Q3	$1.69M	Buy	38,123 +15,903	+72%	+$756K	0.02%	736
2022 Q2	$975K	Sell	22,220 -8,646	-28%	-$411K	0.01%	987
2022 Q1	$1.62M	Sell	30,866 -2,711	-8%	-$151K	0.02%	750
2021 Q4	$1.83M	Sell	33,577 -117,719	-78%	-$6.52M	0.02%	716
2021 Q3	$8.01M	Buy	151,296 +129,025	+579%	+$6.55M	0.08%	276
2021 Q2	$1.14M	Sell	22,271 -2,092	-9%	-$112K	0.01%	879
2021 Q1	$1.26M	Sell	24,363 -2,289	-9%	-$112K	0.02%	775
2020 Q4	$1.11M	Buy	26,652 +5,158	+24%	+$191K	0.01%	828
2020 Q3	$633K	Buy	+21,494	New	+$669K	0.01%	789

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kestra Advisory Services's KBE Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P Bank ETF (KBE) stake by 35% in Q1 2026, buying an estimated $237K and bringing the position to 14,790 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Kestra Advisory Services first reported a position in KBE in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q3 2024. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Kestra Advisory Services held 14,790 shares of State Street SPDR S&P Bank ETF worth $881K as of Q1 2026.
Kestra Advisory Services bought 3,805 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $237K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1825 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR S&P Bank ETF position peaked at $11.6M in Q3 2024.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.