NBC Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

NBC Securities’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	$113K	Sell	1,650 -239	-13%	-$15.3K	0.01%	1033
2026 Q1	$112K	Buy	1,889 +263	+16%	+$16.4K	0.01%	1047
2025 Q4	$98.7K	Buy	1,626 +392	+32%	+$23.1K	0.01%	1087
2025 Q3	$73.4K	Sell	1,234 -383	-24%	-$22.6K	0.01%	1177
2025 Q2	$90K	Buy	1,617 +363	+29%	+$18.9K	0.01%	1093
2025 Q1	$66K	Buy	1,254 +1,253	+125,300%	+$70.2K	0.01%	1078
2024 Q4	$69	Sell	1 -1,251	-100%	-$71.4K	0.01%	987
2024 Q3	$66K	Hold	1,252	–	–	0.01%	1100
2024 Q2	$58K	Sell	1,252 -2	-0.2%	-$91	0.01%	1094
2024 Q1	$59K	Buy	1,254 +1	+0.1%	+$45	0.01%	1092
2023 Q4	$57K	Hold	1,253	–	–	0.01%	1087
2023 Q3	$46K	Buy	+1,253	New	+$48.8K	0.01%	1153

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

NBC Securities's KBE Position: Q2 2026 in Review

NBC Securities reduced its State Street SPDR S&P Bank ETF (KBE) stake by 13% in Q2 2026, selling an estimated $15.3K and leaving 1,650 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #1033.

NBC Securities first reported a position in KBE in Q3 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

NBC Securities held 1,650 shares of State Street SPDR S&P Bank ETF worth $113K as of Q2 2026.
NBC Securities sold 239 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $15.3K.
State Street SPDR S&P Bank ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1033 holding.
NBC Securities first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and has held it in 12 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.