Lodestone Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lodestone Wealth 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	$3.41K	Hold	50	–	–	﹤0.01%	641
2026 Q1	$2.98K	Hold	50	–	–	﹤0.01%	641
2025 Q4	$3.04K	Buy	+50	New	+$2.95K	﹤0.01%	643

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

Lodestone Wealth Management's KBE Position: Q2 2026 in Review

Lodestone Wealth Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 50 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Lodestone Wealth Management first reported a position in KBE in Q4 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Lodestone Wealth Management held 50 shares of State Street SPDR S&P Bank ETF worth $3.41K as of Q2 2026.
Lodestone Wealth Management 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 Lodestone Wealth Management's portfolio in Q2 2026, its #641 holding.
Lodestone Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 3 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.