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

Mascoma 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	$13.6K	Hold	200	–	–	﹤0.01%	300
2026 Q1	$11.9K	Hold	200	–	–	﹤0.01%	304
2025 Q4	$12.1K	Hold	200	–	–	﹤0.01%	301
2025 Q3	$11.9K	Hold	200	–	–	﹤0.01%	311
2025 Q2	$11.2K	Hold	200	–	–	﹤0.01%	312
2025 Q1	$10.6K	Buy	+200	New	+$11.2K	﹤0.01%	321
2023 Q1	–	Sell	-459	Closed	-$20.7K	–	613
2022 Q4	$20.7K	Buy	459 +2	+0.4%	+$94	0.01%	326
2022 Q3	$20K	Sell	457 -130	-22%	-$6.18K	0.01%	326
2022 Q2	$26K	Sell	587 -373	-39%	-$17.7K	0.01%	322
2022 Q1	$50K	Buy	960 +890	+1,271%	+$49.7K	0.02%	258
2021 Q4	$4K	Buy	70 +10	+17%	+$554	﹤0.01%	471
2021 Q3	$3K	Buy	+60	New	+$3.05K	﹤0.01%	412
2021 Q2	–	Sell	-4,042	Closed	-$210K	–	295
2021 Q1	$210K	Buy	+4,042	New	+$197K	0.09%	102

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

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

Mascoma Wealth Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 200 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Mascoma Wealth Management first reported a position in KBE in Q1 2021 and has held it in 13 quarters since. The position peaked at $210K in Q1 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Mascoma Wealth Management held 200 shares of State Street SPDR S&P Bank ETF worth $13.6K as of Q2 2026.
Mascoma 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 Mascoma Wealth Management's portfolio in Q2 2026, its #300 holding.
Mascoma Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 13 quarters since.
Mascoma Wealth Management's State Street SPDR S&P Bank ETF position peaked at $210K in Q1 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

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