Koshinski Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Koshinski Asset 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	$312K	Buy	4,575 +3	+0.1%	+$192	0.02%	602
2026 Q1	$272K	Buy	4,572 +2	+0%	+$124	0.02%	603
2025 Q4	$277K	Buy	4,570 +3	+0.1%	+$177	0.02%	586
2025 Q3	$271K	Buy	4,567 +2	+0%	+$118	0.02%	599
2025 Q2	$255K	Buy	4,565 +3	+0.1%	+$156	0.02%	580
2025 Q1	$242K	Sell	4,562 -1,072	-19%	-$60.1K	0.02%	548
2024 Q4	$313K	Buy	5,634 +3	+0.1%	+$171	0.03%	473
2024 Q3	$298K	Buy	5,631 +2	+0%	+$102	0.03%	493
2024 Q2	$260K	Buy	5,629 +153	+3%	+$6.97K	0.02%	496
2024 Q1	$258K	Sell	5,476 -5,620	-51%	-$252K	0.03%	465
2023 Q4	$511K	Buy	11,096 +5,366	+94%	+$212K	0.08%	270
2023 Q3	$211K	Buy	5,730 +4	+0.1%	+$156	0.02%	517
2023 Q2	$206K	Buy	5,726 +3	+0.1%	+$107	0.02%	558
2023 Q1	$212K	Sell	5,723 -963	-14%	-$43.3K	0.02%	518
2022 Q4	$302K	Sell	6,686 -248	-4%	-$11.6K	0.03%	460
2022 Q3	$307K	Buy	6,934 +60	+0.9%	+$2.85K	0.04%	409
2022 Q2	$302K	Buy	6,874 +3	+0%	+$143	0.03%	464
2022 Q1	$360K	Sell	6,871 -148	-2%	-$8.26K	0.03%	450
2021 Q4	$383K	Buy	7,019 +153	+2%	+$8.48K	0.03%	457
2021 Q3	$363K	Buy	6,866 +459	+7%	+$23.3K	0.03%	462
2021 Q2	$329K	Buy	+6,407	New	+$342K	0.04%	411
2021 Q1	–	Sell	-10,879	Closed	-$455K	–	625
2020 Q4	$455K	Buy	10,879 +4	+0%	+$148	0.06%	336
2020 Q3	$361K	Buy	+10,875	New	+$338K	0.05%	363

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

Koshinski Asset Management's KBE Position: Q2 2026 in Review

Koshinski Asset Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.07% in Q2 2026, buying an estimated $192 and bringing the position to 4,575 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #602.

Koshinski Asset Management first reported a position in KBE in Q3 2020 and has held it in 23 quarters since. The position peaked at $511K in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Koshinski Asset Management held 4,575 shares of State Street SPDR S&P Bank ETF worth $312K as of Q2 2026.
Koshinski Asset Management bought 3 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $192.
State Street SPDR S&P Bank ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #602 holding.
Koshinski Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and has held it in 23 quarters since.
Koshinski Asset Management's State Street SPDR S&P Bank ETF position peaked at $511K in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.