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 Q3	$15.9M	Buy	252,173 +5,409	+2%	+$371K	0.05%	413
2026 Q2	$16.8M	Buy	246,764 +231,974	+1,568%	+$14.9M	0.05%	361
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	$9.5M	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	$8M	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

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Kestra Advisory Services's KBE Position: Q3 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P Bank ETF (KBE) stake by 2.2% in Q3 2026, buying an estimated $371K and bringing the position to 252,173 shares worth $15.9M. The position accounts for 0.05% of the portfolio, ranked #413.

Kestra Advisory Services first reported a position in KBE in Q3 2020 and has held it in 25 quarters since. The position peaked at $16.8M in Q2 2026. 92 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Kestra Advisory Services held 252,173 shares of State Street SPDR S&P Bank ETF worth $15.9M as of Q3 2026.
Kestra Advisory Services bought 5,409 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $371K.
State Street SPDR S&P Bank ETF made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #413 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's State Street SPDR S&P Bank ETF position peaked at $16.8M in Q2 2026.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.