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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Medallion Wealth Advisors's KBE Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 225 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Medallion Wealth Advisors first reported a position in KBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Medallion Wealth Advisors held 225 shares of State Street SPDR S&P Bank ETF worth $13.4K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #723 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $13.7K in Q4 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.