MRA Advisory Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

MRA Advisory 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 Q3	$7.12M	Sell	112,569 -65	-0.1%	-$4.46K	2.66%	10
2026 Q2	$7.68M	Buy	112,634 +5,234	+5%	+$335K	2.79%	11
2026 Q1	$6.4M	Sell	107,400 -6,845	-6%	-$426K	2.61%	13
2025 Q4	$6.93M	Buy	+114,245	New	+$6.73M	2.91%	11

Other funds holding KBE

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

MRA Advisory Group's KBE Position: Q3 2026 in Review

MRA Advisory Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.06% in Q3 2026, selling an estimated $4.46K and leaving 112,569 shares worth $7.12M. The position accounts for 2.66% of the portfolio, ranked #10.

MRA Advisory Group first reported a position in KBE in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.68M in Q2 2026. 53 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

MRA Advisory Group held 112,569 shares of State Street SPDR S&P Bank ETF worth $7.12M as of Q3 2026.
MRA Advisory Group sold 65 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $4.46K.
State Street SPDR S&P Bank ETF made up 2.66% of MRA Advisory Group's portfolio in Q3 2026, its #10 holding.
MRA Advisory Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 4 quarters since.
MRA Advisory Group's State Street SPDR S&P Bank ETF position peaked at $7.68M in Q2 2026.
53 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.