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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$324K Buy
4,755
+96
+2% +$6.15K 0.01% 740
2026
Q1
$277K Buy
4,659
+917
+25% +$57.1K 0.01% 746
2025
Q4
$227K Buy
3,742
+19
+0.5% +$1.12K 0.01% 767
2025
Q3
$221K Buy
+3,723
New +$219K 0.01% 749
2017
Q3
Sell
-5,207
Closed -$219K 519
2017
Q2
$219K Hold
5,207
0.03% 442
2017
Q1
$219K Sell
5,207
-37
-0.7% -$1.63K 0.02% 474
2016
Q4
$228K Buy
+5,244
New +$203K 0.03% 419

Other funds holding KBE

Level Four Advisory Services's KBE Position: Q2 2026 in Review

Level Four Advisory Services increased its State Street SPDR S&P Bank ETF (KBE) stake by 2.1% in Q2 2026, buying an estimated $6.15K and bringing the position to 4,755 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #740.

Level Four Advisory Services first reported a position in KBE in Q4 2016 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Level Four Advisory Services held 4,755 shares of State Street SPDR S&P Bank ETF worth $324K as of Q2 2026.
  • Level Four Advisory Services bought 96 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $6.15K.
  • State Street SPDR S&P Bank ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #740 holding.
  • Level Four Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.