Larson Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Larson Financial Group’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	$3.55K	Hold	52	–	–	﹤0.01%	2907
2026 Q1	$3.1K	Hold	52	–	–	﹤0.01%	2815
2025 Q4	$3.16K	Hold	52	–	–	﹤0.01%	2646
2025 Q3	$3.09K	Sell	52 -1,700	-97%	-$100K	﹤0.01%	2533
2025 Q2	$97.7K	Buy	+1,752	New	+$91.2K	﹤0.01%	856

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

Larson Financial Group's KBE Position: Q2 2026 in Review

Larson Financial Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 52 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Larson Financial Group first reported a position in KBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $97.7K in Q2 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Larson Financial Group held 52 shares of State Street SPDR S&P Bank ETF worth $3.55K as of Q2 2026.
Larson Financial Group left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2907 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 5 quarters since.
Larson Financial Group's State Street SPDR S&P Bank ETF position peaked at $97.7K in Q2 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

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