Medallion Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-225	Closed	-$13.4K	–	1271
2026 Q1	$13.4K	Hold	225	–	–	﹤0.01%	723
2025 Q4	$13.7K	Hold	225	–	–	﹤0.01%	705
2025 Q3	$13.4K	Hold	225	–	–	﹤0.01%	706
2025 Q2	$12.5K	Hold	225	–	–	﹤0.01%	704
2025 Q1	$11.9K	Hold	225	–	–	0.01%	661
2024 Q4	$11.9K	Buy	+225	New	+$12.8K	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

Medallion Wealth Advisors's KBE Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2026, closing a stake of 225 shares — an estimated $13.4K sold.

Medallion Wealth Advisors first reported a position in KBE in Q4 2024 and held it in 6 quarters. The position peaked at $13.7K in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Medallion Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 225 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $13.4K.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $13.7K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.