LPL Financial’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 | $24.2M | Buy |
355,424
+20,882
| +6% | +$1.34M | 0.01% | 1449 |
|
|
2026
Q1 | $19.9M | Sell |
334,542
-33,302
| -9% | -$2.07M | 0.01% | 1471 |
|
|
2025
Q4 | $22.3M | Sell |
367,844
-168,324
| -31% | -$9.92M | 0.01% | 1346 |
|
|
2025
Q3 | $31.9M | Buy |
536,168
+119,219
| +29% | +$7.02M | 0.01% | 1079 |
|
|
2025
Q2 | $23.2M | Buy |
416,949
+3,385
| +0.8% | +$176K | 0.01% | 1163 |
|
|
2025
Q1 | $21.9M | Buy |
413,564
+36,873
| +10% | +$2.07M | 0.01% | 1101 |
|
|
2024
Q4 | $20.9M | Buy |
376,691
+139,740
| +59% | +$7.98M | 0.01% | 1063 |
|
|
2024
Q3 | $12.5M | Buy |
236,951
+31,986
| +16% | +$1.64M | 0.01% | 1316 |
|
|
2024
Q2 | $9.51M | Sell |
204,965
-3,431
| -2% | -$156K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $9.82M | Sell |
208,396
-14,172
| -6% | -$636K | 0.01% | 1341 |
|
|
2023
Q4 | $10.2M | Buy |
222,568
+57,395
| +35% | +$2.27M | 0.01% | 1236 |
|
|
2023
Q3 | $6.09M | Sell |
165,173
-18,478
| -10% | -$720K | ﹤0.01% | 1476 |
|
|
2023
Q2 | $6.61M | Buy |
183,651
+3,815
| +2% | +$136K | ﹤0.01% | 1414 |
|
|
2023
Q1 | $6.67M | Sell |
179,836
-64,557
| -26% | -$2.9M | 0.01% | 1334 |
|
|
2022
Q4 | $11M | Sell |
244,393
-401,387
| -62% | -$18.8M | 0.01% | 974 |
|
|
2022
Q3 | $28.6M | Buy |
645,780
+6,285
| +1% | +$299K | 0.03% | 505 |
|
|
2022
Q2 | $28.1M | Sell |
639,495
-44,880
| -7% | -$2.13M | 0.03% | 510 |
|
|
2022
Q1 | $35.8M | Sell |
684,375
-253,893
| -27% | -$14.2M | 0.03% | 443 |
|
|
2021
Q4 | $51.2M | Buy |
938,268
+140,466
| +18% | +$7.78M | 0.04% | 363 |
|
|
2021
Q3 | $42.2M | Buy |
797,802
+57,664
| +8% | +$2.93M | 0.04% | 381 |
|
|
2021
Q2 | $38M | Buy |
740,138
+144,474
| +24% | +$7.71M | 0.04% | 389 |
|
|
2021
Q1 | $30.9M | Buy |
595,664
+344,162
| +137% | +$16.8M | 0.04% | 403 |
|
|
2020
Q4 | $10.5M | Buy |
251,502
+29,215
| +13% | +$1.08M | 0.01% | 727 |
|
|
2020
Q3 | $6.55M | Sell |
222,287
-4,095
| -2% | -$127K | 0.01% | 818 |
|
|
2020
Q2 | $7.14M | Buy |
226,382
+15,370
| +7% | +$464K | 0.01% | 711 |
|
|
2020
Q1 | $5.69M | Sell |
211,012
-190,693
| -47% | -$7.63M | 0.01% | 700 |
|
|
2019
Q4 | $19M | Buy |
401,705
+241,168
| +150% | +$10.9M | 0.03% | 377 |
|
|
2019
Q3 | $6.93M | Sell |
160,537
-6,285
| -4% | -$268K | 0.01% | 664 |
|
|
2019
Q2 | $7.23M | Sell |
166,822
-75,331
| -31% | -$3.27M | 0.02% | 634 |
|
|
2019
Q1 | $10.1M | Sell |
242,153
-5,075
| -2% | -$218K | 0.02% | 493 |
|
|
2018
Q4 | $9.23M | Sell |
247,228
-83,866
| -25% | -$3.56M | 0.02% | 469 |
|
|
2018
Q3 | $15.4M | Buy |
331,094
+10,052
| +3% | +$490K | 0.04% | 357 |
|
|
2018
Q2 | $15.1M | Buy |
321,042
+17,655
| +6% | +$862K | 0.04% | 337 |
|
|
2018
Q1 | $14.5M | Buy |
303,387
+34,338
| +13% | +$1.71M | 0.04% | 340 |
|
|
2017
Q4 | $12.7M | Buy |
269,049
+41,217
| +18% | +$1.9M | 0.04% | 358 |
|
|
2017
Q3 | $10.3M | Sell |
227,832
-6,745
| -3% | -$289K | 0.04% | 374 |
|
|
2017
Q2 | $10.2M | Sell |
234,577
-61,467
| -21% | -$2.61M | 0.04% | 356 |
|
|
2017
Q1 | $12.6M | Buy |
296,044
+53,545
| +22% | +$2.36M | 0.09% | 196 |
|
|
2016
Q4 | $10.6M | Buy |
242,499
+178,251
| +277% | +$6.89M | 0.08% | 206 |
|
|
2016
Q3 | $2.15M | Sell |
64,248
-36
| -0.1% | -$1.17K | 0.02% | 733 |
|
|
2016
Q2 | $1.9M | Sell |
64,284
-38,647
| -38% | -$1.22M | 0.02% | 785 |
|
|
2016
Q1 | $3.06M | Sell |
102,931
-53,044
| -34% | -$1.57M | 0.01% | 960 |
|
|
2015
Q4 | $5.15M | Buy |
155,975
+87,722
| +129% | +$3.05M | 0.01% | 708 |
|
|
2015
Q3 | $2.3M | Buy |
68,253
+9,152
| +15% | +$319K | 0.01% | 785 |
|
|
2015
Q2 | $2.14M | Buy |
59,101
+20,000
| +51% | +$700K | 0.01% | 869 |
|
|
2015
Q1 | $1.31M | Sell |
39,101
-57,185
| -59% | -$1.86M | 0.01% | 1170 |
|
|
2014
Q4 | $3.23M | Sell |
96,286
-363
| -0.4% | -$11.8K | 0.02% | 663 |
|
|
2014
Q3 | $3.05M | Buy |
96,649
+7,610
| +9% | +$247K | 0.02% | 654 |
|
|
2014
Q2 | $2.98M | Sell |
89,039
-1,323
| -1% | -$43.1K | 0.02% | 684 |
|
|
2014
Q1 | $3.08M | Buy |
90,362
+43,428
| +93% | +$1.43M | 0.02% | 628 |
|
|
2013
Q4 | $1.56M | Buy |
46,934
+1,606
| +4% | +$51K | 0.01% | 976 |
|
|
2013
Q3 | $1.4M | Sell |
45,328
-2,352
| -5% | -$72K | 0.01% | 992 |
|
|
2013
Q2 | $1.37M | Buy |
+47,680
| New | +$1.3M | 0.01% | 933 |
|
Other funds holding KBE
WBG
LPL Financial's KBE Position: Q2 2026 in Review
LPL Financial increased its State Street SPDR S&P Bank ETF (KBE) stake by 6.2% in Q2 2026, buying an estimated $1.34M and bringing the position to 355,424 shares worth $24.2M. The position accounts for 0.01% of the portfolio, ranked #1449.
LPL Financial first reported a position in KBE in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.2M in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.
- LPL Financial held 355,424 shares of State Street SPDR S&P Bank ETF worth $24.2M as of Q2 2026.
- LPL Financial bought 20,882 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.34M.
- State Street SPDR S&P Bank ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1449 holding.
- LPL Financial first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's State Street SPDR S&P Bank ETF position peaked at $51.2M in Q4 2021.
- 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.