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

LifeSteps Financial’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 		$8.19K Buy
+120
New +$7.69K ﹤0.01% 451

Other funds holding KBE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LifeSteps Financial's KBE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 120 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

93 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • LifeSteps Financial held 120 shares of State Street SPDR S&P Bank ETF worth $8.19K as of Q2 2026.
  • State Street SPDR S&P Bank ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #451 holding.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.