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

Magnus Financial Group’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	$525K	Buy	7,689 +10	+0.1%	+$641	0.04%	234
2026 Q1	$457K	Buy	7,679 +11	+0.1%	+$684	0.04%	238
2025 Q4	$465K	Sell	7,668 -88	-1%	-$5.18K	0.04%	268
2025 Q3	$461K	Buy	7,756 +1,154	+17%	+$68K	0.04%	267
2025 Q2	$368K	Buy	6,602 +313	+5%	+$16.3K	0.03%	270
2025 Q1	$333K	Buy	6,289 +1,123	+22%	+$62.9K	0.03%	275
2024 Q4	$287K	Buy	5,166 +619	+14%	+$35.3K	0.03%	277
2024 Q3	$241K	Buy	4,547 +7	+0.2%	+$359	0.02%	296
2024 Q2	$211K	Sell	4,540 -299	-6%	-$13.6K	0.02%	303
2024 Q1	$228K	Buy	+4,839	New	+$217K	0.03%	290
2023 Q4	–	Sell	-6,281	Closed	-$231K	–	293
2023 Q3	$231K	Buy	+6,281	New	+$245K	0.03%	234
2023 Q2	–	Sell	-5,559	Closed	-$206K	–	282
2023 Q1	$206K	Buy	5,559 +581	+12%	+$26.1K	0.03%	257
2022 Q4	$225K	Buy	4,978 +422	+9%	+$19.8K	0.04%	240
2022 Q3	$202K	Sell	4,556 -4,176	-48%	-$198K	0.04%	237
2022 Q2	$383K	Sell	8,732 -7,309	-46%	-$347K	0.07%	174
2022 Q1	$840K	Buy	16,041 +4,745	+42%	+$265K	0.14%	120
2021 Q4	$616K	Buy	11,296 +1,335	+13%	+$74K	0.12%	122
2021 Q3	$527K	Sell	9,961 -69	-0.7%	-$3.5K	0.11%	126
2021 Q2	$515K	Sell	10,030 -3,011	-23%	-$161K	0.11%	122
2021 Q1	$677K	Buy	13,041 +8,041	+161%	+$392K	0.16%	87
2020 Q4	$209K	Buy	+5,000	New	+$185K	0.02%	298

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

Magnus Financial Group's KBE Position: Q2 2026 in Review

Magnus Financial Group increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.13% in Q2 2026, buying an estimated $641 and bringing the position to 7,689 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #234.

Magnus Financial Group first reported a position in KBE in Q4 2020 and has held it in 21 quarters since. The position peaked at $840K in Q1 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Magnus Financial Group held 7,689 shares of State Street SPDR S&P Bank ETF worth $525K as of Q2 2026.
Magnus Financial Group bought 10 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $641.
State Street SPDR S&P Bank ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #234 holding.
Magnus Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and has held it in 21 quarters since.
Magnus Financial Group's State Street SPDR S&P Bank ETF position peaked at $840K in Q1 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.