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 Q3	$94.9K	Sell	1,501 -149	-9%	-$10.2K	0.01%	1090
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

FDx Advisors Chicago, Illinois $141M AUM 15.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NBC Securities's KBE Position: Q3 2026 in Review

NBC Securities reduced its State Street SPDR S&P Bank ETF (KBE) stake by 9% in Q3 2026, selling an estimated $10.2K and leaving 1,501 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #1090.

NBC Securities first reported a position in KBE in Q3 2023 and has held it in 13 quarters since. The position peaked at $113K in Q2 2026. 109 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

NBC Securities held 1,501 shares of State Street SPDR S&P Bank ETF worth $94.9K as of Q3 2026.
NBC Securities sold 149 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $10.2K.
State Street SPDR S&P Bank ETF made up 0.01% of NBC Securities's portfolio in Q3 2026, its #1090 holding.
NBC Securities first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and has held it in 13 quarters since.
NBC Securities's State Street SPDR S&P Bank ETF position peaked at $113K in Q2 2026.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.