Meramec Financial Planners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Meramec Financial Planners’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	$513	Buy	7 +6	+600%	+$384	﹤0.01%	514
2026 Q1	$65	Buy	+1	New	+$62	﹤0.01%	517

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

Meramec Financial Planners's KBE Position: Q2 2026 in Review

Meramec Financial Planners increased its State Street SPDR S&P Bank ETF (KBE) stake by 600% in Q2 2026, buying an estimated $384 and bringing the position to 7 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Meramec Financial Planners first reported a position in KBE in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Meramec Financial Planners held 7 shares of State Street SPDR S&P Bank ETF worth $513 as of Q2 2026.
Meramec Financial Planners bought 6 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $384.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #514 holding.
Meramec Financial Planners first reported a position in State Street SPDR S&P Bank ETF in Q1 2026 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.