LeClair Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

LeClair Wealth Partners’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	–	Sell	-7,015	Closed	-$418K	–	160
2026 Q1	$418K	Buy	+7,015	New	+$437K	0.14%	66

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

LeClair Wealth Partners's KBE Position: Q2 2026 in Review

LeClair Wealth Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 7,015 shares — an estimated $418K sold.

LeClair Wealth Partners first reported a position in KBE in Q1 2026 and held it in 1 quarter. The position peaked at $418K in Q1 2026. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

LeClair Wealth Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 7,015 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $418K.
LeClair Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2026 and held it in 1 quarter.
LeClair Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $418K in Q1 2026.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.